CFCI
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Comprehensive Financial Consultants Institutional’s Vanguard Industrials ETF VIS Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022
Q1 		– Sell
-137
Closed -$25K – 486
2021
Q4 		$25K Buy
+137
New +$27.4K 0.02% 285

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's VIS Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Vanguard Industrials ETF (VIS) in Q1 2022, closing a stake of 137 shares — an estimated $25K sold.

Comprehensive Financial Consultants Institutional first reported a position in VIS in Q4 2021 and held it in 1 quarter. The position peaked at $25K in Q4 2021. 382 funds tracked by Wall St. Rank hold VIS as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Vanguard Industrials ETF position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 137 Vanguard Industrials ETF shares in Q1 2022, an estimated $25K.
  • Comprehensive Financial Consultants Institutional first reported a position in Vanguard Industrials ETF in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Vanguard Industrials ETF position peaked at $25K in Q4 2021.
  • 382 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.