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Hoover Financial Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Hoover Financial 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
2021
Q2 		$29K Hold
148
– – 0.01% 348
2021
Q1 		$29K Buy
148
+1
+0.7% +$178 0.01% 319
2020
Q4 		$26K Buy
+147
New +$23.5K 0.01% 308

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hoover Financial Advisors's VIS Position: Q2 2021 in Review

Hoover Financial Advisors held its Vanguard Industrials ETF (VIS) position steady in Q2 2021 at 148 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #348.

Hoover Financial Advisors first reported a position in VIS in Q4 2020 and has held it in 3 quarters since. 328 funds tracked by Wall St. Rank hold VIS as of Q2 2021.

  • Hoover Financial Advisors held 148 shares of Vanguard Industrials ETF worth $29K as of Q2 2021.
  • Hoover Financial Advisors left its Vanguard Industrials ETF share count unchanged in Q2 2021.
  • Vanguard Industrials ETF made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #348 holding.
  • Hoover Financial Advisors first reported a position in Vanguard Industrials ETF in Q4 2020 and has held it in 3 quarters since.
  • 328 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.