Wintrust Investments’s Vanguard Industrials ETF VIS Stock Holding History

Wintrust Investments’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
2024 Q4	$131K	Buy	517 +38	+8%	+$10.1K	0.12%	141
2024 Q3	$124K	Sell	479 -4,141	-90%	-$1.01M	0.09%	183
2024 Q2	$1.09M	Buy	4,620 +27	+0.6%	+$6.43K	0.09%	185
2024 Q1	$1.12M	Sell	4,593 -497	-10%	-$113K	0.1%	174
2023 Q4	$1.12M	Sell	5,090 -17	-0.3%	-$3.43K	0.11%	167
2023 Q3	$996K	Buy	5,107 +5	+0.1%	+$1.03K	0.1%	173
2023 Q2	$1.05M	Buy	+5,102	New	+$975K	0.11%	164
2023 Q1	–	Sell	-8,907	Closed	-$1.63M	–	399
2022 Q4	$1.63M	Buy	8,907 +283	+3%	+$50.6K	0.21%	96
2022 Q3	$1.36M	Buy	8,624 +352	+4%	+$61.3K	0.17%	111
2022 Q2	$1.35M	Sell	8,272 -36	-0.4%	-$6.37K	0.16%	117
2022 Q1	$1.62M	Buy	+8,308	New	+$1.6M	0.16%	121

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wintrust Investments's VIS Position: Q4 2024 in Review

Wintrust Investments increased its Vanguard Industrials ETF (VIS) stake by 7.9% in Q4 2024, buying an estimated $10.1K and bringing the position to 517 shares worth $131K. The position accounts for 0.12% of the portfolio, ranked #141.

Wintrust Investments first reported a position in VIS in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.63M in Q4 2022. 503 funds tracked by Wall St. Rank hold VIS as of Q4 2024.

Wintrust Investments held 517 shares of Vanguard Industrials ETF worth $131K as of Q4 2024.
Wintrust Investments bought 38 Vanguard Industrials ETF shares in Q4 2024, an estimated $10.1K.
Vanguard Industrials ETF made up 0.12% of Wintrust Investments's portfolio in Q4 2024, its #141 holding.
Wintrust Investments first reported a position in Vanguard Industrials ETF in Q1 2022 and has held it in 11 quarters since.
Wintrust Investments's Vanguard Industrials ETF position peaked at $1.63M in Q4 2022.
503 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.