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VCR

Vanguard Consumer Discretionary ETF
1W: -0.5% 1M: -5.4% 3M: -9.9% YTD: -8.3% 1Y: +10.7% 3Y: +53.5% 5Y: +31.1%
$357.21
-4.69 (-1.30%)
After Hours: $363.49 (+6.28, +1.76%)
Weekly Expected Move ±3.2%
$326 $337 $348 $359 $370
ETF AMEX · AUM $6.6B
ETF-Level Metrics
AUM$6.6B
Holdings286
Top 10 Wt60.1%
Beta1.42
% Profitable69%
Coverage100%
Portfolio Valuation
P/E38.6
P/B7.1
P/S3.9
EV/EBITDA19.0
P/FCF157.7
PEG-8.50
Profitability & Returns
Gross Margin44.4%
Net Margin10.0%
ROE21.2%
ROA9.8%
ROIC14.3%
Div Yield0.88%
Leverage & Liquidity
Debt/Equity0.44
Debt/Assets0.21
Net Debt/EBITDA0.3x
Interest Cov27.8x
Current Ratio1.16
Quick Ratio0.93
Growth (YoY)
Revenue+6.7%
Net Income-0.1%
EPS+0.4%
FCF+1.7%
EBITDA+7.3%
Rev CAGR 3Y+8.4%
Quality Scores
Piotroski F6.0
Altman Z7.21
IS Quality67.0
IS Overall53.1
IS Value40.8
Median P/E15.8

Sector Breakdown

9 sectors
Sector # Holdings Total Weight % Avg P/E
Consumer Cyclical 254 95.9% 25.7
Consumer Defensive 19 1.3% 25.0
Communication Services 4 1.1% -11.1
Industrials 13 1.0% 6.5
Technology 7 0.9% -2.7
Other 3 0.2%
Energy 1 0.1% 49.3
Healthcare 1 0.1% 1523.2
Financial Services 2 0.1% 40.1

Smart Money Overlap

5 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
HD The Home Depot, Inc. 5.29% 4 Bullish 11 11 -3.3%
LULU Lululemon Athletica Inc. 0.33% 4 Bullish 12 1 -1.9%
ARMK Aramark 0.20% 4 Bullish 25 1 +5.0%
VVV Valvoline Inc. 0.10% 4 Bullish 7 1 +5.4%
HOG Harley-Davidson, Inc. 0.06% 4 Bullish 3 5 +16.1%
Showing 50 of 304 holdings · Page 1 of 7
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Amazon.com Inc AMZN 23.36% $1.6B 7,448,923 28.9 $2.3T Consumer Cyclical
2 Tesla Inc TSLA 16.56% $1.1B 2,754,592 307.1 $1.4T Consumer Cyclical
3 Home Depot Inc/The HD 5.29% $354.5M 931,122 22.6 $320.3B Consumer Cyclical
4 McDonald's Corp MCD 3.67% $246.0M 721,270 25.6 $219.2B Consumer Cyclical
5 TJX Cos Inc/The TJX 2.73% $182.6M 1,129,302 33.0 $179.5B Consumer Cyclical
6 Lowe's Cos Inc LOW 2.25% $151.0M 570,599 19.4 $129.7B Consumer Cyclical
7 Booking Holdings Inc BKNG 2.08% $139.6M 32,921 25.2 $135.2B Consumer Cyclical
8 Starbucks Corp SBUX 1.70% $113.7M 1,159,509 75.1 $103.0B Consumer Cyclical
9 Royal Caribbean Cruises Ltd RCL 1.24% $82.8M 266,237 17.4 $74.6B Consumer Cyclical
10 O'Reilly Automotive Inc ORLY 1.23% $82.4M 877,533 30.4 $76.7B Consumer Cyclical
11 MercadoLibre Inc MELI 1.22% $81.9M 46,617 43.6 $87.0B Consumer Cyclical
12 Marriott International Inc/MD MAR 1.21% $80.9M 236,874 34.3 $88.0B Consumer Cyclical
13 General Motors Co GM 1.14% $76.4M 970,991 20.1 $67.7B Consumer Cyclical
14 NIKE Inc NKE 1.13% $76.0M 1,221,513 29.0 $65.3B Consumer Cyclical
15 Hilton Worldwide Holdings Inc HLT 1.13% $75.5M 242,148 49.4 $70.9B Consumer Cyclical
16 Ross Stores Inc ROST 1.04% $69.6M 338,446 32.8 $71.2B Consumer Cyclical
17 DoorDash Inc DASH 1.03% $69.3M 392,636 72.4 $68.0B Communication Services
18 AutoZone Inc AZO 0.97% $65.2M 17,352 23.2 $56.0B Consumer Cyclical
19 Airbnb Inc ABNB 0.91% $61.0M 451,714 30.5 $74.9B Consumer Cyclical
20 Ford Motor Co F 0.86% $57.9M 4,107,005 -5.6 $45.4B Consumer Cyclical
21 Chipotle Mexican Grill Inc CMG 0.78% $52.0M 1,396,420 28.4 $43.8B Consumer Cyclical
22 Yum! Brands Inc YUM 0.74% $49.6M 294,699 27.8 $43.3B Consumer Cyclical
23 DR Horton Inc DHI 0.67% $44.8M 279,369 12.2 $40.7B Consumer Cyclical
24 Garmin Ltd GRMN 0.66% $44.4M 175,719 27.5 $45.7B Technology
25 eBay Inc EBAY 0.66% $44.1M 485,269 20.9 $42.6B Consumer Cyclical
26 Carvana Co CVNA 0.58% $39.1M 116,877 31.6 $68.0B Consumer Cyclical
27 Carnival Corp CCL 0.54% $36.4M 1,152,619 11.4 $35.5B Consumer Cyclical
28 Tapestry Inc TPR 0.51% $34.5M 221,700 55.2 $28.9B Consumer Cyclical
29 Ulta Beauty Inc ULTA 0.49% $32.9M 48,060 20.9 $23.8B Consumer Cyclical
30 Tractor Supply Co TSCO 0.45% $29.9M 576,875 21.1 $23.1B Consumer Cyclical
31 PulteGroup Inc PHM 0.44% $29.2M 213,113 10.3 $22.5B Consumer Cyclical
32 Expedia Group Inc EXPE 0.42% $27.9M 129,247 21.4 $26.4B Consumer Cyclical
33 Darden Restaurants Inc DRI 0.41% $27.1M 126,812 20.6 $22.6B Consumer Cyclical
34 Williams-Sonoma Inc WSM 0.40% $27.0M 131,379 19.7 $21.4B Consumer Cyclical
35 Lennar Corp LEN 0.39% $25.8M 225,780 11.8 $21.9B Consumer Cyclical
36 NVR Inc NVR 0.34% $22.8M 3,036 14.1 $18.6B Consumer Cyclical
37 Lululemon Athletica Inc LULU 0.33% $22.3M 120,567 11.7 $18.3B Consumer Cyclical
38 Burlington Stores Inc BURL 0.32% $21.8M 70,894 34.6 $20.6B Consumer Cyclical
39 Somnigroup International Inc SGI 0.30% $20.4M 227,606 39.8 $15.3B Consumer Defensive
40 Las Vegas Sands Corp LVS 0.29% $19.7M 346,981 22.5 $36.7B Consumer Cyclical
41 Deckers Outdoor Corp DECK 0.29% $19.6M 166,782 13.9 $14.3B Consumer Cyclical
42 Flutter Entertainment PLC FLUT 0.29% $19.4M 182,685 -55.8 $18.6B Consumer Cyclical
43 Genuine Parts Co GPC 0.28% $18.9M 158,654 217.9 $14.4B Consumer Cyclical
44 Aptiv PLC APTV 0.27% $18.1M 245,864 81.6 $13.0B Consumer Cyclical
45 Toll Brothers Inc TOL 0.26% $17.3M 109,944 9.4 $12.9B Consumer Cyclical
46 Ralph Lauren Corp RL 0.25% $16.5M 45,369 23.2 $21.1B Consumer Cyclical
47 Dick's Sporting Goods Inc DKS 0.24% $15.9M 78,100 20.1 $15.9B Consumer Cyclical
48 Hasbro Inc HAS 0.23% $15.6M 157,078 -39.3 $12.7B Consumer Cyclical
49 Domino's Pizza Inc DPZ 0.23% $15.5M 38,575 21.0 $12.5B Consumer Cyclical
50 Five Below Inc FIVE 0.22% $14.9M 66,446 36.2 $13.0B Consumer Cyclical
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms