ETFs

Wealth Enhancement Advisory Services LLC Increases Stake in Vanguard Industrials ETF

Published January 14, 2025

Wealth Enhancement Advisory Services LLC has increased its investment in the Vanguard Industrials ETF (NYSEARCA:VIS) by 1.2% during the fourth quarter, as reported by Holdings Channel. The firm now holds a total of 29,729 shares of the ETF after acquiring an additional 341 shares during this period. According to the latest filing with the Securities and Exchange Commission, the value of their holdings in Vanguard Industrials ETF amounts to $7,732,000.

Other significant investors have also adjusted their positions in the Vanguard Industrials ETF. For instance, Harbour Investments Inc. raised their stake by 0.9% in the third quarter, now owning 4,286 shares valued at $1,115,000 after buying 40 additional shares. Similarly, Private Trust Co. NA grew their stake significantly by 17.1%, increasing their total to 308 shares worth $80,000 after purchasing 45 more shares during the same period. Furthermore, Glenmede Trust Co. NA expanded its holdings by 1.4%, now holding 3,254 shares valued at $846,000 after acquiring 46 additional shares. US Bancorp DE also increased its position by 7.0%, owning 1,331 shares valued at $346,000 after buying 87 shares, while RBA Wealth Management LLC saw a 2.8% increase, currently holding 3,295 shares worth $857,000 after purchasing 90 additional shares.

Performance of Vanguard Industrials ETF

Recently, shares of the Vanguard Industrials ETF opened at $256.73. The ETF has seen a 52-week low of $211.77 and a high of $280.63. The moving averages indicate a 50-day average price of $266.52 and a 200-day average price of $255.39. The current market capitalization of the Vanguard Industrials ETF is approximately $5.60 billion, with a price-to-earnings ratio of 24.56 and a beta value of 0.99.

About Vanguard Industrials ETF

The Vanguard Industrials ETF (the Fund) is designed to mirror the investment performance of the MSCI US Investable Market Industrials 25/50 Index. This index comprises a diversified set of large-, mid-, and small-cap stocks from the industrial sector in the United States, aligned with the Global Industry Classification Standard (GICS). Companies in this sector are engaged in various activities, such as manufacturing and distributing capital goods (including sectors like aerospace, defense, construction, and machinery), providing commercial services and supplies, and offering transportation services.

investment, ETF, finance