Paul John Balson’s Vanguard Industrials ETF VIS Stock Holding History

Paul John Balson’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
2020 Q4	$402K	Buy	+2,365	New	+$379K	0.08%	62

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Paul John Balson's VIS Position: Q4 2020 in Review

Paul John Balson opened a new position in Vanguard Industrials ETF (VIS) in Q4 2020: 2,365 shares worth $402K. The stake represents 0.08% of the portfolio and ranks #62 among its holdings.

293 funds tracked by Wall St. Rank hold VIS as of Q4 2020.

Paul John Balson held 2,365 shares of Vanguard Industrials ETF worth $402K as of Q4 2020.
Vanguard Industrials ETF was a new Paul John Balson position in Q4 2020.
Vanguard Industrials ETF made up 0.08% of Paul John Balson's portfolio in Q4 2020, its #62 holding.
293 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.