Polianta Ltd VCR — Vanguard Consumer Discretionar

Ownership history in Polianta Ltd  ·  14 quarters on record

AI Ownership Summary

Polianta Ltd reported Vanguard Consumer Discretionar (VCR) in 14 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 3.96% in 2024 Q4. The latest visible filing shows VCR at 1.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VCR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Polianta Ltd's position in Vanguard Consumer Discretionar, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VCR was reported at 1.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.96% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VCR stock page Polianta Ltd fund profile Polianta Ltd full holdings
How Polianta Ltd held VCR — position size vs. price
% of Fund (quarterly)    VCR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 22,800 +2,200 +10.7% 1.18% $9.0M 2026-01-15 $407.04
2025 Q3 REDUCED 6.8% +0.8% ❌ 20,600 -1,500 -6.8% 3.36% $8.2M 2025-10-16 $382.54
2025 Q2 UNCHANGED — — — 22,100 — 0% 3.45% $8.0M 2025-07-10 $367.60
2024 Q4 UNCHANGED — — — 22,100 — 0% 3.96% $8.3M 2025-01-16 $376.06
2024 Q3 ADDED — — — 22,100 +700 +3.3% 3.53% $7.5M 2024-10-11 $330.11
2024 Q1 REDUCED 32.3% -1.5% ✅ 21,400 -10,200 -32.3% 3.31% $6.8M 2024-04-10 $302.68
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VCR

As of 2026 Q1 — sorted by position size

Merrithew & Thorsten Inc 6.52% Adaptive Financial Consulting, LLC 3Y 5.18% SOUTHERN CAPITAL SERVICES INC /ADV 5.04% Bonfire Financial 4.34% Junk Investment Group, LLC 3.92% Beacon Capital Management, Inc. 3Y 7Y 3.76% TRUST CO OF OKLAHOMA 3Y 7Y 3.38% Financial Freedom, LLC 3Y 3.27% Wall Street Financial Group, Inc. 2.09% Hobart Private Capital, LLC 3Y 2.04%

FAQ About Polianta Ltd and VCR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Polianta Ltd reported owning VCR?

Polianta Ltd reported VCR across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported VCR position in Polianta Ltd's portfolio?

The largest reported portfolio weight for VCR was 3.96% in 2024 Q4.

What is the latest reported VCR position on this page?

The most recent filing on this page is 2025 Q4, when Polianta Ltd reported 22,800 shares, equal to 1.18% of portfolio, with an estimated market value of $9.0M.

What does the chart on this VCR ownership page compare?

The chart compares Polianta Ltd's quarterly VCR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Polianta Ltd time their VCR position?

Based on 13F filing dates vs. subsequent VCR price moves, Polianta Ltd correctly timed 4 out of 11 reported position changes (36%). The annualised alpha on VCR relative to SPY over the holding period was +7.8%.

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