AE Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $158K | Buy |
507
+5
| +1% | +$1.62K | ﹤0.01% | 1664 |
|
|
2025
Q4 | $150K | Sell |
502
-5
| -1% | -$1.49K | ﹤0.01% | 1585 |
|
|
2025
Q3 | $150K | Sell |
507
-177
| -26% | -$51.3K | ﹤0.01% | 1463 |
|
|
2025
Q2 | $192K | Sell |
684
-113
| -14% | -$29.2K | ﹤0.01% | 1322 |
|
|
2025
Q1 | $197K | Buy |
797
+214
| +37% | +$55.4K | ﹤0.01% | 1284 |
|
|
2024
Q4 | $148K | Buy |
+583
| New | +$155K | ﹤0.01% | 1339 |
|
|
2024
Q1 | – | Sell |
-2,831
| Closed | -$619K | – | 1967 |
|
|
2023
Q4 | $619K | Buy |
2,831
+232
| +9% | +$46.8K | ﹤0.01% | 1332 |
|
|
2023
Q3 | $507K | Buy |
2,599
+434
| +20% | +$89.1K | ﹤0.01% | 1377 |
|
|
2023
Q2 | $445K | Sell |
2,165
-5,833
| -73% | -$1.12M | ﹤0.01% | 1453 |
|
|
2023
Q1 | $1.52M | Sell |
7,998
-908
| -10% | -$172K | 0.01% | 893 |
|
|
2022
Q4 | $1.63M | Sell |
8,906
-386
| -4% | -$69.1K | 0.01% | 823 |
|
|
2022
Q3 | $1.46M | Sell |
9,292
-258
| -3% | -$44.9K | 0.01% | 809 |
|
|
2022
Q2 | $1.56M | Buy |
9,550
+236
| +3% | +$41.8K | 0.01% | 747 |
|
|
2022
Q1 | $1.81M | Buy |
9,314
+463
| +5% | +$89K | 0.01% | 727 |
|
|
2021
Q4 | $1.8M | Buy |
8,851
+217
| +3% | +$43.4K | 0.01% | 734 |
|
|
2021
Q3 | $1.62M | Sell |
8,634
-3,141
| -27% | -$616K | 0.01% | 711 |
|
|
2021
Q2 | $2.31M | Buy |
11,775
+9,221
| +361% | +$1.81M | 0.02% | 591 |
|
|
2021
Q1 | $483K | Buy |
2,554
+723
| +39% | +$129K | ﹤0.01% | 1045 |
|
|
2020
Q4 | $311K | Buy |
1,831
+38
| +2% | +$6.08K | ﹤0.01% | 1129 |
|
|
2020
Q3 | $260K | Sell |
1,793
-154
| -8% | -$21.7K | ﹤0.01% | 1089 |
|
|
2020
Q2 | $253K | Sell |
1,947
-293
| -13% | -$35.8K | ﹤0.01% | 1088 |
|
|
2020
Q1 | $247K | Sell |
2,240
-51
| -2% | -$7.23K | 0.01% | 940 |
|
|
2019
Q4 | $352K | Buy |
2,291
+53
| +2% | +$7.97K | 0.01% | 848 |
|
|
2019
Q3 | $327K | Buy |
2,238
+386
| +21% | +$55.8K | 0.01% | 755 |
|
|
2019
Q2 | $270K | Buy |
1,852
+223
| +14% | +$31.8K | 0.01% | 792 |
|
|
2019
Q1 | $228K | Buy |
+1,629
| New | +$220K | 0.02% | 565 |
|
|
2018
Q4 | – | Sell |
-2,325
| Closed | -$344K | – | 604 |
|
|
2018
Q3 | $344K | Sell |
2,325
-539
| -19% | -$77.7K | 0.02% | 408 |
|
|
2018
Q2 | $389K | Sell |
2,864
-141
| -5% | -$19.7K | 0.03% | 291 |
|
|
2018
Q1 | $418K | Sell |
3,005
-210
| -7% | -$30.3K | 0.03% | 272 |
|
|
2017
Q4 | $458K | Buy |
3,215
+457
| +17% | +$62.7K | 0.04% | 245 |
|
|
2017
Q3 | $370K | Buy |
2,758
+338
| +14% | +$43.8K | 0.03% | 273 |
|
|
2017
Q2 | $311K | Buy |
+2,420
| New | +$306K | 0.04% | 292 |
|
Other funds holding VIS
PCH
BCMIO
MM
AE Wealth Management's VIS Position: Q1 2026 in Review
AE Wealth Management increased its Vanguard Industrials ETF (VIS) stake by 1% in Q1 2026, buying an estimated $1.62K and bringing the position to 507 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #1664.
AE Wealth Management first reported a position in VIS in Q2 2017 and has held it in 32 quarters since. The position peaked at $2.31M in Q2 2021. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.
- AE Wealth Management held 507 shares of Vanguard Industrials ETF worth $158K as of Q1 2026.
- AE Wealth Management bought 5 Vanguard Industrials ETF shares in Q1 2026, an estimated $1.62K.
- Vanguard Industrials ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1664 holding.
- AE Wealth Management first reported a position in Vanguard Industrials ETF in Q2 2017 and has held it in 32 quarters since.
- AE Wealth Management's Vanguard Industrials ETF position peaked at $2.31M in Q2 2021.
- 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.