Buckingham Strategic Wealth’s Vanguard Industrials ETF VIS Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$213K	Buy	+905	New	+$216K	﹤0.01%	695

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Buckingham Strategic Wealth's VIS Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in Vanguard Industrials ETF (VIS) in Q2 2024: 905 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #695 among its holdings.

459 funds tracked by Wall St. Rank hold VIS as of Q2 2024.

Buckingham Strategic Wealth held 905 shares of Vanguard Industrials ETF worth $213K as of Q2 2024.
Vanguard Industrials ETF was a new Buckingham Strategic Wealth position in Q2 2024.
Vanguard Industrials ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #695 holding.
459 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.