Vertex Planning Partners »

Vanguard Industrials ETF shares owned by Vertex Planning Partners

Quarter-by-quarter ownership of Vanguard Industrials ETF (VIS) shares owned by Vertex Planning Partners from 13F filings

Historical chart of Vertex Planning Partners investment in Vanguard Industrials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Industrials ETF held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Industrials ETF by Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $211k 865 244.15
2023-06-30 $215k 1.0k 205.53
2022-12-31 $200k 1.1k 182.64

More positions owned by Vertex Planning Partners

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Wisdomtree Tr Us Total Dividnd (DTD)
Wisdomtree Tr Itl High Div Fd (DTH)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

Top funds holding Vanguard Industrials ETF

Bank of America Corporation
Green Harvest Asset Management
Beacon Capital Management
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Stifel Financial
Cetera Investment Advisers
Compass Financial Group
Ameriprise Financial
Royal Bank of Canada
Raymond James Financial Services Advisors
Raymond James & Associates

View all funds holding Vanguard Industrials ETF