MAFM
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Mid Atlantic Financial Management’s Vanguard Industrials ETF VIS Stock Holding History

Mid Atlantic Financial Management’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
Q3 		$300K Buy
1,599
+514
+47% +$101K 0.02% 666
2021
Q2 		$213K Buy
+1,085
New +$213K 0.01% 820

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mid Atlantic Financial Management's VIS Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Vanguard Industrials ETF (VIS) stake by 47% in Q3 2021, buying an estimated $101K and bringing the position to 1,599 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #666.

Mid Atlantic Financial Management first reported a position in VIS in Q2 2021 and has held it in 2 quarters since. 332 funds tracked by Wall St. Rank hold VIS as of Q3 2021.

  • Mid Atlantic Financial Management held 1,599 shares of Vanguard Industrials ETF worth $300K as of Q3 2021.
  • Mid Atlantic Financial Management bought 514 Vanguard Industrials ETF shares in Q3 2021, an estimated $101K.
  • Vanguard Industrials ETF made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #666 holding.
  • Mid Atlantic Financial Management first reported a position in Vanguard Industrials ETF in Q2 2021 and has held it in 2 quarters since.
  • 332 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.