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 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

BCMIO

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ritholtz Wealth Management's VIS Position: Q1 2024 in Review

Ritholtz Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q1 2024, closing a stake of 1,267 shares — an estimated $279K sold.

Ritholtz Wealth Management first reported a position in VIS in Q3 2022 and held it in 6 quarters. The position peaked at $415K in Q3 2022. 454 funds tracked by Wall St. Rank hold VIS as of Q1 2024.

Ritholtz Wealth Management reported no remaining Vanguard Industrials ETF position as of Q1 2024 after selling out during the quarter.
Ritholtz Wealth Management sold 1,267 Vanguard Industrials ETF shares in Q1 2024, an estimated $279K.
Ritholtz Wealth Management first reported a position in Vanguard Industrials ETF in Q3 2022 and held it in 6 quarters.
Ritholtz Wealth Management's Vanguard Industrials ETF position peaked at $415K in Q3 2022.
454 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2024.

Based on Ritholtz Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.