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Bivin & Associates’s Vanguard Industrials ETF VIS Stock Holding History

Bivin & Associates’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
2022
Q2 		$31K Hold
187
– – 0.03% 93
2022
Q1 		$36K Hold
187
– – 0.03% 97
2021
Q4 		$38K Buy
+187
New +$37.4K 0.03% 100

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Bivin & Associates's VIS Position: Q2 2022 in Review

Bivin & Associates held its Vanguard Industrials ETF (VIS) position steady in Q2 2022 at 187 shares worth $31K. The position accounts for 0.03% of the portfolio, ranked #93.

Bivin & Associates first reported a position in VIS in Q4 2021 and has held it in 3 quarters since. The position peaked at $38K in Q4 2021. 356 funds tracked by Wall St. Rank hold VIS as of Q2 2022.

  • Bivin & Associates held 187 shares of Vanguard Industrials ETF worth $31K as of Q2 2022.
  • Bivin & Associates left its Vanguard Industrials ETF share count unchanged in Q2 2022.
  • Vanguard Industrials ETF made up 0.03% of Bivin & Associates's portfolio in Q2 2022, its #93 holding.
  • Bivin & Associates first reported a position in Vanguard Industrials ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's Vanguard Industrials ETF position peaked at $38K in Q4 2021.
  • 356 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.