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Vanguard Industrials ETF shares owned by Centricity Wealth Management

Quarter-by-quarter ownership of Vanguard Industrials ETF (VIS) shares owned by Centricity Wealth Management from 13F filings

Historical chart of Centricity Wealth Management investment in Vanguard Industrials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Industrials ETF held by Centricity Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Industrials ETF by Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $75k 269 280.07
2025-03-31 $67k 269 247.55
2024-12-31 $57k 223 254.39

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J P Morgan Exchange Traded Fultra Shrt Etf Etf (JPST)
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Ishares Tribonds 27 Etf Etf (IBDS)
Ishares Trcore S&p500 Etf Etf (IVV)
Vanguard Admiral Fds Inc500 Grth Idx F Etf (VOOG)
Vanguard Admiral Fds Inc500 Val Idx Etf (VOOV)
Ishares Trcore Div Grwth Etf (DGRO)
Spdr Gold Tr Etf (GLD)
Ishares Tribonds Dec2026 Etf (IBDR)
Vanguard Index Fdstotal Stk Mkt Etf (VTI)
Spdr S&p 500 Etf Tr Etf (SPY)
Vanguard Specialized Fundsdiv App Etf Etf (VIG)
Ishares Trcore S&p Us Vlu Etf (IUSV)

View all positions for Centricity Wealth Management

Top funds holding Vanguard Industrials ETF

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

View all funds holding Vanguard Industrials ETF