RWM
VIS icon

Ritholtz Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Ritholtz Wealth Management’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
2024
Q1 		– Sell
-1,267
Closed -$279K – 828
2023
Q4 		$279K Hold
1,267
– – 0.01% 620
2023
Q3 		$247K Hold
1,267
– – 0.01% 591
2023
Q2 		$260K Hold
1,267
– – 0.01% 575
2023
Q1 		$241K Hold
1,267
– – 0.01% 571
2022
Q4 		$231K Sell
1,267
-1,368
-52% -$245K 0.01% 506
2022
Q3 		$415K Buy
+2,635
New +$459K 0.02% 450

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return