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Summit Trail Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Summit Trail Advisors’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
Q2 		– Sell
-1,850
Closed -$204K – 188
2020
Q1 		$204K Buy
+1,850
New +$262K 0.05% 108

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 $1.59B AUM 11.62% 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 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Summit Trail Advisors's VIS Position: Q2 2020 in Review

Summit Trail Advisors sold out of Vanguard Industrials ETF (VIS) in Q2 2020, closing a stake of 1,850 shares — an estimated $204K sold.

Summit Trail Advisors first reported a position in VIS in Q1 2020 and held it in 1 quarter. The position peaked at $204K in Q1 2020. 231 funds tracked by Wall St. Rank hold VIS as of Q2 2020.

  • Summit Trail Advisors reported no remaining Vanguard Industrials ETF position as of Q2 2020 after selling out during the quarter.
  • Summit Trail Advisors sold 1,850 Vanguard Industrials ETF shares in Q2 2020, an estimated $204K.
  • Summit Trail Advisors first reported a position in Vanguard Industrials ETF in Q1 2020 and held it in 1 quarter.
  • Summit Trail Advisors's Vanguard Industrials ETF position peaked at $204K in Q1 2020.
  • 231 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2020.

Based on Summit Trail Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.