Bank Julius Baer & Co
VIS icon

Bank Julius Baer & Co’s Vanguard Industrials ETF VIS Stock Holding History

Bank Julius Baer & Co’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
2021
Q4 		– Sell
-4,775
Closed -$897K – 896
2021
Q3 		$897K Hold
4,775
– – 0.01% 346
2021
Q2 		$938K Hold
4,775
– – 0.01% 357
2021
Q1 		$904K Buy
4,775
+275
+6% +$49K 0.01% 354
2020
Q4 		$765K Buy
+4,500
New +$720K 0.01% 388

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank Julius Baer & Co's VIS Position: Q4 2021 in Review

Bank Julius Baer & Co sold out of Vanguard Industrials ETF (VIS) in Q4 2021, closing a stake of 4,775 shares — an estimated $897K sold.

Bank Julius Baer & Co first reported a position in VIS in Q4 2020 and held it in 4 quarters. The position peaked at $938K in Q2 2021. 390 funds tracked by Wall St. Rank hold VIS as of Q4 2021.

  • Bank Julius Baer & Co reported no remaining Vanguard Industrials ETF position as of Q4 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 4,775 Vanguard Industrials ETF shares in Q4 2021, an estimated $897K.
  • Bank Julius Baer & Co first reported a position in Vanguard Industrials ETF in Q4 2020 and held it in 4 quarters.
  • Bank Julius Baer & Co's Vanguard Industrials ETF position peaked at $938K in Q2 2021.
  • 390 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2021.

Based on Bank Julius Baer & Co's 13F filing for Q4 2021, filed 15 Feb 2022.