Charles D. Hyman’s Vanguard Industrials ETF VIS Stock Holding History

Charles D. Hyman’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	$416K	Hold	1,767	–	–	0.02%	178
2024 Q1	$431K	Hold	1,767	–	–	0.02%	177
2023 Q4	$389K	Hold	1,767	–	–	0.02%	185
2023 Q3	$345K	Hold	1,767	–	–	0.02%	181
2023 Q2	$363K	Hold	1,767	–	–	0.02%	182
2023 Q1	$337K	Hold	1,767	–	–	0.02%	188
2022 Q4	$323K	Hold	1,767	–	–	0.02%	191
2022 Q3	$278K	Hold	1,767	–	–	0.02%	191
2022 Q2	$289K	Hold	1,767	–	–	0.02%	196
2022 Q1	$344K	Hold	1,767	–	–	0.02%	196
2021 Q4	$359K	Hold	1,767	–	–	0.02%	194
2021 Q3	$332K	Hold	1,767	–	–	0.02%	193
2021 Q2	$347K	Hold	1,767	–	–	0.02%	186
2021 Q1	$334K	Hold	1,767	–	–	0.02%	183
2020 Q4	$300K	Hold	1,767	–	–	0.02%	194
2020 Q3	$256K	Hold	1,767	–	–	0.02%	196
2020 Q2	$230K	Buy	+1,767	New	+$216K	0.02%	200
2020 Q1	–	Sell	-2,107	Closed	-$324K	–	208
2019 Q4	$324K	Buy	+2,107	New	+$317K	0.03%	163

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

Charles D. Hyman's VIS Position: Q2 2024 in Review

Charles D. Hyman held its Vanguard Industrials ETF (VIS) position steady in Q2 2024 at 1,767 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #178.

Charles D. Hyman first reported a position in VIS in Q4 2019 and has held it in 18 quarters since. The position peaked at $431K in Q1 2024. 459 funds tracked by Wall St. Rank hold VIS as of Q2 2024.

Charles D. Hyman held 1,767 shares of Vanguard Industrials ETF worth $416K as of Q2 2024.
Charles D. Hyman left its Vanguard Industrials ETF share count unchanged in Q2 2024.
Vanguard Industrials ETF made up 0.02% of Charles D. Hyman's portfolio in Q2 2024, its #178 holding.
Charles D. Hyman first reported a position in Vanguard Industrials ETF in Q4 2019 and has held it in 18 quarters since.
Charles D. Hyman's Vanguard Industrials ETF position peaked at $431K in Q1 2024.
459 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.