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Westwood Holdings Group’s Vanguard Industrials ETF VIS Stock Holding History

Westwood Holdings 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
Q1 		– Sell
-2,989
Closed -$460K – 519
2019
Q4 		$460K Hold
2,989
– – ﹤0.01% 394
2019
Q3 		$437K Hold
2,989
– – ﹤0.01% 379
2019
Q2 		$436K Buy
+2,989
New +$426K ﹤0.01% 402

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
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

Westwood Holdings Group's VIS Position: Q1 2020 in Review

Westwood Holdings Group sold out of Vanguard Industrials ETF (VIS) in Q1 2020, closing a stake of 2,989 shares — an estimated $460K sold.

Westwood Holdings Group first reported a position in VIS in Q2 2019 and held it in 3 quarters. The position peaked at $460K in Q4 2019. 225 funds tracked by Wall St. Rank hold VIS as of Q1 2020.

  • Westwood Holdings Group reported no remaining Vanguard Industrials ETF position as of Q1 2020 after selling out during the quarter.
  • Westwood Holdings Group sold 2,989 Vanguard Industrials ETF shares in Q1 2020, an estimated $460K.
  • Westwood Holdings Group first reported a position in Vanguard Industrials ETF in Q2 2019 and held it in 3 quarters.
  • Westwood Holdings Group's Vanguard Industrials ETF position peaked at $460K in Q4 2019.
  • 225 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2020.

Based on Westwood Holdings Group's 13F filing for Q1 2020, filed 15 May 2020.