EMFO LLC’s Vanguard Industrials ETF VIS Stock Holding History

EMFO LLC’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	$3.53K	Hold	15	–	–	﹤0.01%	256
2024 Q1	$3.66K	Hold	15	–	–	﹤0.01%	259
2023 Q4	$3.31K	Hold	15	–	–	﹤0.01%	257
2023 Q3	$2.92K	Hold	15	–	–	﹤0.01%	270
2023 Q2	$3.08K	Hold	15	–	–	﹤0.01%	277
2023 Q1	$2.86K	Sell	15 -1,000	-99%	-$190K	﹤0.01%	287
2022 Q4	$185K	Hold	1,015	–	–	0.19%	87
2022 Q3	$160K	Sell	1,015 -258	-20%	-$44.9K	0.15%	105
2022 Q2	$208K	Hold	1,273	–	–	0.21%	79
2022 Q1	$248K	Hold	1,273	–	–	0.23%	86
2021 Q4	$258K	Hold	1,273	–	–	0.23%	91
2021 Q3	$239K	Hold	1,273	–	–	0.21%	87
2021 Q2	$250K	Buy	+1,273	New	+$250K	0.22%	86

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

EMFO LLC's VIS Position: Q2 2024 in Review

EMFO LLC held its Vanguard Industrials ETF (VIS) position steady in Q2 2024 at 15 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

EMFO LLC first reported a position in VIS in Q2 2021 and has held it in 13 quarters since. The position peaked at $258K in Q4 2021. 459 funds tracked by Wall St. Rank hold VIS as of Q2 2024.

EMFO LLC held 15 shares of Vanguard Industrials ETF worth $3.53K as of Q2 2024.
EMFO LLC left its Vanguard Industrials ETF share count unchanged in Q2 2024.
Vanguard Industrials ETF made up ﹤0.01% of EMFO LLC's portfolio in Q2 2024, its #256 holding.
EMFO LLC first reported a position in Vanguard Industrials ETF in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's Vanguard Industrials ETF position peaked at $258K in Q4 2021.
459 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.