Surevest’s Vanguard Industrials ETF VIS Stock Holding History

Surevest’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
2022 Q3	$3K	Hold	18	–	–	﹤0.01%	375
2022 Q2	$3K	Buy	+18	New	+$3.19K	﹤0.01%	396

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Surevest's VIS Position: Q3 2022 in Review

Surevest held its Vanguard Industrials ETF (VIS) position steady in Q3 2022 at 18 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Surevest first reported a position in VIS in Q2 2022 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold VIS as of Q3 2022.

Surevest held 18 shares of Vanguard Industrials ETF worth $3K as of Q3 2022.
Surevest left its Vanguard Industrials ETF share count unchanged in Q3 2022.
Vanguard Industrials ETF made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #375 holding.
Surevest first reported a position in Vanguard Industrials ETF in Q2 2022 and has held it in 2 quarters since.
342 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.