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Column Capital Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Column Capital Advisors’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
2023
Q3 		$17K Hold
87
– – ﹤0.01% 454
2023
Q2 		$17.9K Hold
87
– – ﹤0.01% 454
2023
Q1 		$16.6K Buy
+87
New +$16.5K ﹤0.01% 478

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Column Capital Advisors's VIS Position: Q3 2023 in Review

Column Capital Advisors held its Vanguard Industrials ETF (VIS) position steady in Q3 2023 at 87 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Column Capital Advisors first reported a position in VIS in Q1 2023 and has held it in 3 quarters since. The position peaked at $17.9K in Q2 2023. 398 funds tracked by Wall St. Rank hold VIS as of Q3 2023.

  • Column Capital Advisors held 87 shares of Vanguard Industrials ETF worth $17K as of Q3 2023.
  • Column Capital Advisors left its Vanguard Industrials ETF share count unchanged in Q3 2023.
  • Vanguard Industrials ETF made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #454 holding.
  • Column Capital Advisors first reported a position in Vanguard Industrials ETF in Q1 2023 and has held it in 3 quarters since.
  • Column Capital Advisors's Vanguard Industrials ETF position peaked at $17.9K in Q2 2023.
  • 398 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.