Surevest, LLC Vanguard Industrial ETF Transaction History

Surevest, LLC

$368 Million
Q3 2022

A detailed history of Surevest, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Surevest, LLC holds 18 shares of VIS stock, worth $4,385. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 18 -0.0%

Holding current value

$4,385

Previous $3,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	BUY	$159.78 - $193.45 $2,876 - $3,482	18 New	18 $3,000

Others Institutions Holding VIS

# of Institutions

540

Shares Held

17.7M

Call Options Held

2.2K

Put Options Held

Wealthfront Advisers LLC

4.64M
Shares

$1.13 Billion
0.98% of portfolio
Bank Of America Corp Charlotte, NC

4.15M
Shares

$1.01 Billion
0.09% of portfolio
Pgim Custom Harvest LLC Newark, NJ

878K
Shares

$214 Million
4.4% of portfolio
Morgan Stanley New York, NY

725K
Shares

$177 Million
0.01% of portfolio
Beacon Capital Management, Inc.

626K
Shares

$153 Million
7.13% of portfolio

View Full List

About VANGUARD INDUSTRIAL ETF

Ticker VIS
Sector ETFs
Industry ETFs

More about VIS

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