AIP
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Ahrens Investment Partners’s Vanguard Industrials ETF VIS Stock Holding History

Ahrens Investment Partners’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$9.53K Buy
+50
New +$9.5K ﹤0.01% 644
2022
Q3 		– Sell
-50
Closed -$8K – 880
2022
Q2 		$8K Hold
50
– – ﹤0.01% 696
2022
Q1 		$10K Hold
50
– – ﹤0.01% 738
2021
Q4 		$10K Buy
+50
New +$9.99K ﹤0.01% 759

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ahrens Investment Partners's VIS Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Vanguard Industrials ETF (VIS) in Q1 2023: 50 shares worth $9.53K. The stake represents ﹤0.01% of the portfolio and ranks #644 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in VIS as recently as Q2 2022.

Ahrens Investment Partners first reported a position in VIS in Q4 2021 and has held it in 4 quarters since. The position peaked at $10K in Q1 2022. 388 funds tracked by Wall St. Rank hold VIS as of Q1 2023.

  • Ahrens Investment Partners held 50 shares of Vanguard Industrials ETF worth $9.53K as of Q1 2023.
  • Vanguard Industrials ETF was a new Ahrens Investment Partners position in Q1 2023.
  • Vanguard Industrials ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #644 holding.
  • Ahrens Investment Partners first reported a position in Vanguard Industrials ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Vanguard Industrials ETF position peaked at $10K in Q1 2022.
  • 388 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.