MIFH
VIS icon

Migdal Insurance & Financial Holdings’s Vanguard Industrials ETF VIS Stock Holding History

Migdal Insurance & Financial Holdings’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
Q3 		– Sell
-300
Closed -$71K – 523
2024
Q2 		$71K Buy
+300
New +$71.5K ﹤0.01% 275
2024
Q1 		– Sell
-1,330
Closed -$294K – 498
2023
Q4 		$294K Hold
1,330
– – 0.01% 216
2023
Q3 		$261K Hold
1,330
– – 0.01% 217
2023
Q2 		$271K Hold
1,330
– – 0.01% 213
2023
Q1 		$250K Buy
+1,330
New +$253K 0.01% 229

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Migdal Insurance & Financial Holdings's VIS Position: Q3 2024 in Review

Migdal Insurance & Financial Holdings sold out of Vanguard Industrials ETF (VIS) in Q3 2024, closing a stake of 300 shares — an estimated $71K sold.

Migdal Insurance & Financial Holdings first reported a position in VIS in Q1 2023 and held it in 5 quarters. The position peaked at $294K in Q4 2023. 458 funds tracked by Wall St. Rank hold VIS as of Q3 2024.

  • Migdal Insurance & Financial Holdings reported no remaining Vanguard Industrials ETF position as of Q3 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 300 Vanguard Industrials ETF shares in Q3 2024, an estimated $71K.
  • Migdal Insurance & Financial Holdings first reported a position in Vanguard Industrials ETF in Q1 2023 and held it in 5 quarters.
  • Migdal Insurance & Financial Holdings's Vanguard Industrials ETF position peaked at $294K in Q4 2023.
  • 458 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2024, filed 4 Nov 2024.