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Romano Brothers & Co’s Vanguard Industrials ETF VIS Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-86
Closed -$15.7K – 957
2022
Q4 		$15.7K Buy
+86
New +$15.4K ﹤0.01% 656

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Romano Brothers & Co's VIS Position: Q1 2023 in Review

Romano Brothers & Co sold out of Vanguard Industrials ETF (VIS) in Q1 2023, closing a stake of 86 shares — an estimated $15.7K sold.

Romano Brothers & Co first reported a position in VIS in Q4 2022 and held it in 1 quarter. The position peaked at $15.7K in Q4 2022. 389 funds tracked by Wall St. Rank hold VIS as of Q1 2023.

  • Romano Brothers & Co reported no remaining Vanguard Industrials ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 86 Vanguard Industrials ETF shares in Q1 2023, an estimated $15.7K.
  • Romano Brothers & Co first reported a position in Vanguard Industrials ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Vanguard Industrials ETF position peaked at $15.7K in Q4 2022.
  • 389 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.