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Stearns Financial Services Group’s Vanguard Industrials ETF VIS Stock Holding History

Stearns Financial Services Group’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
2020
Q3 		$171K Buy
1,180
+314
+36% +$44.3K 0.03% 145
2020
Q2 		$113K Buy
+866
New +$106K 0.02% 140

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stearns Financial Services Group's VIS Position: Q3 2020 in Review

Stearns Financial Services Group increased its Vanguard Industrials ETF (VIS) stake by 36% in Q3 2020, buying an estimated $44.3K and bringing the position to 1,180 shares worth $171K. The position accounts for 0.03% of the portfolio, ranked #145.

Stearns Financial Services Group first reported a position in VIS in Q2 2020 and has held it in 2 quarters since. 249 funds tracked by Wall St. Rank hold VIS as of Q3 2020.

  • Stearns Financial Services Group held 1,180 shares of Vanguard Industrials ETF worth $171K as of Q3 2020.
  • Stearns Financial Services Group bought 314 Vanguard Industrials ETF shares in Q3 2020, an estimated $44.3K.
  • Vanguard Industrials ETF made up 0.03% of Stearns Financial Services Group's portfolio in Q3 2020, its #145 holding.
  • Stearns Financial Services Group first reported a position in Vanguard Industrials ETF in Q2 2020 and has held it in 2 quarters since.
  • 249 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.