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Vanguard Industrials ETF shares owned by Kellett Schaffner Wealth Advisors

Quarter-by-quarter ownership of Vanguard Industrials ETF (VIS) shares owned by Kellett Schaffner Wealth Advisors from 13F filings

Historical chart of Kellett Schaffner Wealth Advisors investment in Vanguard Industrials ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Industrials ETF by Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.6M 19k 244.15
2023-12-31 $3.4M 15k 220.43
2023-09-30 $484k 2.5k 194.98

More positions owned by Kellett Schaffner Wealth Advisors

Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Select Sector Spdr Tr Technology (XLK)
Procter & Gamble Company (PG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Us Consum Discre (IYC)
Vanguard World Industrial Etf (VIS)
Vanguard World Comm Srvc Etf (VOX)
Vanguard World Consum Stp Etf (VDC)
Microsoft Corporation (MSFT)
Apple (AAPL)
Select Sector Spdr Tr Energy (XLE)

View all positions for Kellett Schaffner Wealth Advisors

Top funds holding Vanguard Industrials ETF

Bank of America Corporation
Beacon Capital Management
Wells Fargo & Company
UBS Group
Jpmorgan Chase & Co
Stifel Financial
Compass Financial Group
Royal Bank of Canada
Raymond James Financial Services Advisors
Advisor Group Holdings
M^T Bank Corporation
Raymond James & Associates
HighTower Advisors
Commonwealth Equity Services
Empower Advisory Group

View all funds holding Vanguard Industrials ETF