CVM
VIS icon

Cheviot Value Management’s Vanguard Industrials ETF VIS Stock Holding History

Cheviot Value Management’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
2018
Q4 		– Sell
-2,479
Closed -$366K – 71
2018
Q3 		$366K Buy
2,479
+458
+23% +$66K 0.17% 53
2018
Q2 		$274K Buy
2,021
+480
+31% +$67K 0.13% 60
2018
Q1 		$214K Buy
+1,541
New +$222K 0.11% 63

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cheviot Value Management's VIS Position: Q4 2018 in Review

Cheviot Value Management sold out of Vanguard Industrials ETF (VIS) in Q4 2018, closing a stake of 2,479 shares — an estimated $366K sold.

Cheviot Value Management first reported a position in VIS in Q1 2018 and held it in 3 quarters. The position peaked at $366K in Q3 2018. 213 funds tracked by Wall St. Rank hold VIS as of Q4 2018.

  • Cheviot Value Management reported no remaining Vanguard Industrials ETF position as of Q4 2018 after selling out during the quarter.
  • Cheviot Value Management sold 2,479 Vanguard Industrials ETF shares in Q4 2018, an estimated $366K.
  • Cheviot Value Management first reported a position in Vanguard Industrials ETF in Q1 2018 and held it in 3 quarters.
  • Cheviot Value Management's Vanguard Industrials ETF position peaked at $366K in Q3 2018.
  • 213 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2018.

Based on Cheviot Value Management's 13F filing for Q4 2018, filed 14 Feb 2019.