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NewEdge Wealth’s Vanguard Industrials ETF VIS Stock Holding History

NewEdge 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
2023
Q1 		– Sell
-1,118
Closed -$204K – 641
2022
Q4 		$204K Buy
+1,118
New +$200K 0.01% 516

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
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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Wealth's VIS Position: Q1 2023 in Review

NewEdge Wealth sold out of Vanguard Industrials ETF (VIS) in Q1 2023, closing a stake of 1,118 shares — an estimated $204K sold.

NewEdge Wealth first reported a position in VIS in Q4 2022 and held it in 1 quarter. The position peaked at $204K in Q4 2022. 389 funds tracked by Wall St. Rank hold VIS as of Q1 2023.

  • NewEdge Wealth reported no remaining Vanguard Industrials ETF position as of Q1 2023 after selling out during the quarter.
  • NewEdge Wealth sold 1,118 Vanguard Industrials ETF shares in Q1 2023, an estimated $204K.
  • NewEdge Wealth first reported a position in Vanguard Industrials ETF in Q4 2022 and held it in 1 quarter.
  • NewEdge Wealth's Vanguard Industrials ETF position peaked at $204K in Q4 2022.
  • 389 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2023.

Based on NewEdge Wealth's 13F filing for Q1 2023, filed 8 May 2023.