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Vanguard Industrials ETF shares owned by Mittelman Wealth Management

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

Historical chart of Mittelman Wealth Management investment in Vanguard Industrials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Industrials ETF held by Mittelman 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 Mittelman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.6M 11k 235.22
2024-03-31 $2.7M 11k 244.15

More positions owned by Mittelman Wealth Management

Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Vanguard High Dividend Yield Etf Uit Exchange Traded (VYM)
Ishares Msci Eafe Etf Uit Exchange Traded (EFA)
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Uit Exchange Traded (IGIB)
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA)
Ishares Msci Emerging Markets Etf Uit Exchange Traded (EEM)
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO)
Ishares Short Term Ntnl Mun Bnd Etf Uit Exchange Traded (SUB)
Vanguard Information Technology Etf Uit Exchange Traded (VGT)
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)
Apple Common Stock (AAPL)
Vanguard Industrials Etf Uit Exchange Traded (VIS)
Ishares Morningstar Small Cap Etf Uit Exchange Traded (ISCB)
Microsoft Corp Common Stock (MSFT)

View all positions for Mittelman Wealth Management

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
Stifel Financial
Raymond James Financial Services Advisors
Compass Financial Group
Jpmorgan Chase & Co
Cetera Investment Advisers
Raymond James & Associates
Royal Bank of Canada
HighTower Advisors

View all funds holding Vanguard Industrials ETF