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Personal Capital Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Personal Capital Advisors’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
2022
Q4 		$13.6M Buy
74,295
+3,432
+5% +$614K 0.07% 152
2022
Q3 		$11.2M Buy
70,863
+11,340
+19% +$1.97M 0.06% 156
2022
Q2 		$9.72M Sell
59,523
-7,782
-12% -$1.38M 0.05% 172
2022
Q1 		$13.1M Buy
67,305
+1,900
+3% +$365K 0.06% 152
2021
Q4 		$13.3M Buy
65,405
+2,433
+4% +$486K 0.06% 153
2021
Q3 		$11.8M Buy
62,972
+2,596
+4% +$509K 0.06% 150
2021
Q2 		$11.9M Buy
60,376
+4,104
+7% +$807K 0.06% 147
2021
Q1 		$10.7M Buy
56,272
+51,724
+1,137% +$9.21M 0.06% 149
2020
Q4 		$773K Buy
+4,548
New +$728K ﹤0.01% 264
2020
Q1 		– Sell
-2,760
Closed -$425K – 407
2019
Q4 		$425K Buy
2,760
+257
+10% +$38.7K ﹤0.01% 281
2019
Q3 		$365K Buy
2,503
+758
+43% +$110K ﹤0.01% 275
2019
Q2 		$254K Buy
1,745
+85
+5% +$12.1K ﹤0.01% 288
2019
Q1 		$232K Hold
1,660
– – ﹤0.01% 303
2018
Q4 		$200K Buy
+1,660
New +$220K ﹤0.01% 299

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Personal Capital Advisors's VIS Position: Q4 2022 in Review

Personal Capital Advisors increased its Vanguard Industrials ETF (VIS) stake by 4.8% in Q4 2022, buying an estimated $614K and bringing the position to 74,295 shares worth $13.6M. The position accounts for 0.07% of the portfolio, ranked #152.

Personal Capital Advisors first reported a position in VIS in Q4 2018 and has held it in 14 quarters since. 386 funds tracked by Wall St. Rank hold VIS as of Q4 2022.

  • Personal Capital Advisors held 74,295 shares of Vanguard Industrials ETF worth $13.6M as of Q4 2022.
  • Personal Capital Advisors bought 3,432 Vanguard Industrials ETF shares in Q4 2022, an estimated $614K.
  • Vanguard Industrials ETF made up 0.07% of Personal Capital Advisors's portfolio in Q4 2022, its #152 holding.
  • Personal Capital Advisors first reported a position in Vanguard Industrials ETF in Q4 2018 and has held it in 14 quarters since.
  • 386 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.