IW
VIS icon

Imprint Wealth’s Vanguard Industrials ETF VIS Stock Holding History

Imprint Wealth’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
Q1 		$209K Buy
+863
New +$196K 0.05% 278

Other funds holding VIS

Bank of America
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Imprint Wealth's VIS Position: Q1 2024 in Review

Imprint Wealth opened a new position in Vanguard Industrials ETF (VIS) in Q1 2024: 863 shares worth $209K. The stake represents 0.05% of the portfolio and ranks #278 among its holdings.

453 funds tracked by Wall St. Rank hold VIS as of Q1 2024.

  • Imprint Wealth held 863 shares of Vanguard Industrials ETF worth $209K as of Q1 2024.
  • Vanguard Industrials ETF was a new Imprint Wealth position in Q1 2024.
  • Vanguard Industrials ETF made up 0.05% of Imprint Wealth's portfolio in Q1 2024, its #278 holding.
  • 453 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.