NEXT Financial Holdings’s Vanguard Industrials ETF VIS Stock Holding History

NEXT 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
2019 Q1	$2.76M	Buy	+19,703	New	+$2.67M	0.7%	22

Other funds holding VIS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

NEXT Financial Holdings's VIS Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Vanguard Industrials ETF (VIS) in Q1 2019: 19,703 shares worth $2.76M. The stake represents 0.7% of the portfolio and ranks #22 among its holdings.

221 funds tracked by Wall St. Rank hold VIS as of Q1 2019.

NEXT Financial Holdings held 19,703 shares of Vanguard Industrials ETF worth $2.76M as of Q1 2019.
Vanguard Industrials ETF was a new NEXT Financial Holdings position in Q1 2019.
Vanguard Industrials ETF made up 0.7% of NEXT Financial Holdings's portfolio in Q1 2019, its #22 holding.
221 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.