Wipfli Financial Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Wipfli Financial Advisors’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	$31K	Buy	+197	New	+$34.3K	﹤0.01%	1363

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

Wipfli Financial Advisors's VIS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Vanguard Industrials ETF (VIS) in Q3 2022: 197 shares worth $31K. The stake represents ﹤0.01% of the portfolio and ranks #1363 among its holdings.

342 funds tracked by Wall St. Rank hold VIS as of Q3 2022.

Wipfli Financial Advisors held 197 shares of Vanguard Industrials ETF worth $31K as of Q3 2022.
Vanguard Industrials ETF was a new Wipfli Financial Advisors position in Q3 2022.
Vanguard Industrials ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1363 holding.
342 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.