SVB Wealth’s Vanguard Industrials ETF VIS Stock Holding History

SVB Wealth’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 Q1	–	Sell	-4,923	Closed	-$758K	–	689
2019 Q4	$758K	Buy	+4,923	New	+$741K	0.01%	349

Other funds holding VIS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

SVB Wealth's VIS Position: Q1 2020 in Review

SVB Wealth sold out of Vanguard Industrials ETF (VIS) in Q1 2020, closing a stake of 4,923 shares — an estimated $758K sold.

SVB Wealth first reported a position in VIS in Q4 2019 and held it in 1 quarter. The position peaked at $758K in Q4 2019. 225 funds tracked by Wall St. Rank hold VIS as of Q1 2020.

SVB Wealth reported no remaining Vanguard Industrials ETF position as of Q1 2020 after selling out during the quarter.
SVB Wealth sold 4,923 Vanguard Industrials ETF shares in Q1 2020, an estimated $758K.
SVB Wealth first reported a position in Vanguard Industrials ETF in Q4 2019 and held it in 1 quarter.
SVB Wealth's Vanguard Industrials ETF position peaked at $758K in Q4 2019.
225 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2020.

Based on SVB Wealth's 13F filing for Q1 2020, filed 11 May 2020.