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Cetera Advisor Networks’s Vanguard Industrials ETF VIS Stock Holding History

Cetera Advisor Networks’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
Q1 		$20.9M Buy
85,645
+29,120
+52% +$6.61M 0.1% 211
2023
Q4 		$12.5M Sell
56,525
-40,045
-41% -$8.07M 0.07% 298
2023
Q3 		$18.8M Buy
96,570
+38,609
+67% +$7.92M 0.12% 182
2023
Q2 		$11.9M Sell
57,961
-154
-0.3% -$29.4K 0.08% 262
2023
Q1 		$11.1M Sell
58,115
-7,486
-11% -$1.42M 0.08% 269
2022
Q4 		$12M Buy
65,601
+12,426
+23% +$2.22M 0.1% 238
2022
Q3 		$8.38M Buy
53,175
+2,117
+4% +$369K 0.1% 223
2022
Q2 		$8.34M Buy
51,058
+4,147
+9% +$734K 0.11% 217
2022
Q1 		$9.12M Buy
46,911
+8,047
+21% +$1.55M 0.11% 196
2021
Q4 		$7.89M Buy
38,864
+35,592
+1,088% +$7.11M 0.1% 224
2021
Q3 		$615K Sell
3,272
-393
-11% -$77.1K 0.01% 1102
2021
Q2 		$720K Buy
3,665
+440
+14% +$86.5K 0.01% 980
2021
Q1 		$610K Buy
+3,225
New +$574K 0.01% 783
2020
Q3 		– Sell
-567
Closed -$74K – 2960
2020
Q2 		$74K Buy
+567
New +$69.2K ﹤0.01% 1695
2020
Q1 		– Sell
-4,009
Closed -$615K – 1279
2019
Q4 		$615K Sell
4,009
-202
-5% -$30.4K 0.02% 663
2019
Q3 		$614K Buy
+4,211
New +$608K 0.02% 624
2018
Q4 		– Sell
-2,025
Closed -$298K – 1148
2018
Q3 		$298K Buy
+2,025
New +$292K 0.01% 873
2018
Q1 		– Sell
-1,577
Closed -$224K – 989
2017
Q4 		$224K Buy
+1,577
New +$216K 0.01% 863

Other funds holding VIS

Bank of America
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cetera Advisor Networks's VIS Position: Q1 2024 in Review

Cetera Advisor Networks increased its Vanguard Industrials ETF (VIS) stake by 52% in Q1 2024, buying an estimated $6.61M and bringing the position to 85,645 shares worth $20.9M. The position accounts for 0.1% of the portfolio, ranked #211.

Cetera Advisor Networks first reported a position in VIS in Q4 2017 and has held it in 18 quarters since. 453 funds tracked by Wall St. Rank hold VIS as of Q1 2024.

  • Cetera Advisor Networks held 85,645 shares of Vanguard Industrials ETF worth $20.9M as of Q1 2024.
  • Cetera Advisor Networks bought 29,120 Vanguard Industrials ETF shares in Q1 2024, an estimated $6.61M.
  • Vanguard Industrials ETF made up 0.1% of Cetera Advisor Networks's portfolio in Q1 2024, its #211 holding.
  • Cetera Advisor Networks first reported a position in Vanguard Industrials ETF in Q4 2017 and has held it in 18 quarters since.
  • 453 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.