Pathstone Family Office’s Vanguard Industrials ETF VIS Stock Holding History

Pathstone Family Office’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 Q3	$2.9M	Buy	+14,888	New	+$3.06M	0.02%	393

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pathstone Family Office's VIS Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Vanguard Industrials ETF (VIS) in Q3 2023: 14,888 shares worth $2.9M. The stake represents 0.02% of the portfolio and ranks #393 among its holdings.

398 funds tracked by Wall St. Rank hold VIS as of Q3 2023.

Pathstone Family Office held 14,888 shares of Vanguard Industrials ETF worth $2.9M as of Q3 2023.
Vanguard Industrials ETF was a new Pathstone Family Office position in Q3 2023.
Vanguard Industrials ETF made up 0.02% of Pathstone Family Office's portfolio in Q3 2023, its #393 holding.
398 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.