SI
VIS icon

SII Investments’s Vanguard Industrials ETF VIS Stock Holding History

SII Investments’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
2017
Q4 		– Sell
-3,646
Closed -$496K – 594
2017
Q3 		$496K Buy
3,646
+752
+26% +$97.4K 0.03% 359
2017
Q2 		$372K Buy
2,894
+440
+18% +$55.6K 0.02% 410
2017
Q1 		$302K Buy
+2,454
New +$302K 0.02% 462
2014
Q3 		– Sell
-5,413
Closed -$545K – 527
2014
Q2 		$545K Sell
5,413
-100
-2% -$10.2K 0.08% 250
2014
Q1 		$500K Hold
5,513
– – 0.09% 225
2013
Q4 		$551K Buy
5,513
+13
+0.2% +$1.23K 0.1% 224
2013
Q3 		$495K Hold
5,500
– – 0.12% 183
2013
Q2 		$440K Buy
+5,500
New +$444K 0.09% 218

Other funds holding VIS

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return