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Wilbanks Smith & Thomas Asset Management’s Vanguard Industrials ETF VIS Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-215
Closed -$32K – 1271
2018
Q3 		$32K Buy
+215
New +$31K ﹤0.01% 780

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's VIS Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Vanguard Industrials ETF (VIS) in Q4 2018, closing a stake of 215 shares — an estimated $32K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in VIS in Q3 2018 and held it in 1 quarter. The position peaked at $32K in Q3 2018. 213 funds tracked by Wall St. Rank hold VIS as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Vanguard Industrials ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 215 Vanguard Industrials ETF shares in Q4 2018, an estimated $32K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Vanguard Industrials ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Vanguard Industrials ETF position peaked at $32K in Q3 2018.
  • 213 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.