Advisor OS’s Vanguard Industrials ETF VIS Stock Holding History

Advisor OS’s Portfolio VIS Stock Details VIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$376K	Buy	+1,203	New	+$391K	0.03%	371
2022 Q1	–	Sell	-2,910	Closed	-$591K	–	248
2021 Q4	$591K	Sell	2,910 -1,756	-38%	-$351K	0.12%	153
2021 Q3	$877K	Sell	4,666 -930	-17%	-$182K	0.19%	101
2021 Q2	$1.1M	Buy	5,596 +1,000	+22%	+$197K	0.23%	85
2021 Q1	$870K	Buy	+4,596	New	+$818K	0.2%	89
2020 Q4	–	Sell	-18,389	Closed	-$2.67M	–	163
2020 Q3	$2.67M	Buy	+18,389	New	+$2.59M	1.12%	18

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Advisor OS's VIS Position: Q1 2026 in Review

Advisor OS opened a new position in Vanguard Industrials ETF (VIS) in Q1 2026: 1,203 shares worth $376K. The stake represents 0.03% of the portfolio and ranks #371 among its holdings. This is a return to the name: Advisor OS previously reported a position in VIS as recently as Q4 2021.

Advisor OS first reported a position in VIS in Q3 2020 and has held it in 6 quarters since. The position peaked at $2.67M in Q3 2020. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Advisor OS held 1,203 shares of Vanguard Industrials ETF worth $376K as of Q1 2026.
Vanguard Industrials ETF was a new Advisor OS position in Q1 2026.
Vanguard Industrials ETF made up 0.03% of Advisor OS's portfolio in Q1 2026, its #371 holding.
Advisor OS first reported a position in Vanguard Industrials ETF in Q3 2020 and has held it in 6 quarters since.
Advisor OS's Vanguard Industrials ETF position peaked at $2.67M in Q3 2020.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.