BFO
VIS icon

Boston Family Office’s Vanguard Industrials ETF VIS Stock Holding History

Boston Family Office’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
2020
Q1 		– Sell
-2,401
Closed -$369K – 253
2019
Q4 		$369K Sell
2,401
-559
-19% -$84.1K 0.04% 219
2019
Q3 		$432K Sell
2,960
-334
-10% -$48.3K 0.04% 200
2019
Q2 		$480K Sell
3,294
-120
-4% -$17.1K 0.05% 198
2019
Q1 		$478K Hold
3,414
– – 0.05% 195
2018
Q4 		$411K Sell
3,414
-506
-13% -$67.1K 0.05% 195
2018
Q3 		$579K Buy
3,920
+590
+18% +$85K 0.06% 188
2018
Q2 		$452K Buy
3,330
+805
+32% +$112K 0.05% 204
2018
Q1 		$351K Sell
2,525
-200
-7% -$28.8K 0.04% 219
2017
Q4 		$388K Sell
2,725
-15
-0.5% -$2.06K 0.04% 209
2017
Q3 		$368K Buy
2,740
+420
+18% +$54.4K 0.04% 216
2017
Q2 		$298K Hold
2,320
– – 0.04% 224
2017
Q1 		$287K Buy
2,320
+90
+4% +$11.1K 0.04% 223
2016
Q4 		$266K Buy
2,230
+100
+5% +$11.5K 0.03% 220
2016
Q3 		$236K Buy
2,130
+200
+10% +$22.1K 0.03% 231
2016
Q2 		$205K Buy
+1,930
New +$204K 0.03% 242

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Boston Family Office's VIS Position: Q1 2020 in Review

Boston Family Office sold out of Vanguard Industrials ETF (VIS) in Q1 2020, closing a stake of 2,401 shares — an estimated $369K sold.

Boston Family Office first reported a position in VIS in Q2 2016 and held it in 15 quarters. The position peaked at $579K in Q3 2018. 225 funds tracked by Wall St. Rank hold VIS as of Q1 2020.

  • Boston Family Office reported no remaining Vanguard Industrials ETF position as of Q1 2020 after selling out during the quarter.
  • Boston Family Office sold 2,401 Vanguard Industrials ETF shares in Q1 2020, an estimated $369K.
  • Boston Family Office first reported a position in Vanguard Industrials ETF in Q2 2016 and held it in 15 quarters.
  • Boston Family Office's Vanguard Industrials ETF position peaked at $579K in Q3 2018.
  • 225 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2020.

Based on Boston Family Office's 13F filing for Q1 2020, filed 11 May 2020.