AIM
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Anchor Investment Management’s Vanguard Industrials ETF VIS Stock Holding History

Anchor Investment Management’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 		$3.51M Buy
11,247
+377
+3% +$122K 0.29% 92
2025
Q4 		$3.24M Buy
10,870
+159
+1% +$47.2K 0.26% 100
2025
Q3 		$3.17M Buy
10,711
+334
+3% +$96.8K 0.26% 101
2025
Q2 		$2.91M Sell
10,377
-237
-2% -$61.2K 0.26% 103
2025
Q1 		$2.63M Buy
10,614
+20
+0.2% +$5.18K 0.25% 103
2024
Q4 		$2.7M Buy
10,594
+329
+3% +$87.5K 0.25% 105
2024
Q3 		$2.67M Buy
10,265
+237
+2% +$58K 0.25% 104
2024
Q2 		$2.36M Sell
10,028
-3,276
-25% -$780K 0.24% 105
2024
Q1 		$3.25M Sell
13,304
-10
-0.1% -$2.27K 0.34% 80
2023
Q4 		$2.93M Sell
13,314
-22
-0.2% -$4.43K 0.34% 84
2023
Q3 		$2.6M Buy
13,336
+244
+2% +$50.1K 0.34% 81
2023
Q2 		$2.69M Buy
13,092
+2,734
+26% +$523K 0.34% 82
2023
Q1 		$1.97M Buy
10,358
+181
+2% +$34.4K 0.27% 101
2022
Q4 		$1.86M Buy
10,177
+218
+2% +$39K 0.27% 106
2022
Q3 		$1.57M Sell
9,959
-5
-0.1% -$871 0.24% 109
2022
Q2 		$1.63M Buy
9,964
+599
+6% +$106K 0.24% 110
2022
Q1 		$1.82M Buy
9,365
+330
+4% +$63.5K 0.23% 113
2021
Q4 		$1.83M Buy
9,035
+352
+4% +$70.4K 0.23% 107
2021
Q3 		$1.63M Buy
8,683
+101
+1% +$19.8K 0.23% 106
2021
Q2 		$1.69M Buy
8,582
+517
+6% +$102K 0.23% 107
2021
Q1 		$1.53M Sell
8,065
-334
-4% -$59.5K 0.23% 106
2020
Q4 		$1.43M Buy
8,399
+429
+5% +$68.7K 0.26% 96
2020
Q3 		$1.15M Buy
7,970
+33
+0.4% +$4.65K 0.23% 103
2020
Q2 		$1.03M Sell
7,937
-81
-1% -$9.88K 0.23% 112
2020
Q1 		$884K Sell
8,018
-4,815
-38% -$683K 0.23% 116
2019
Q4 		$1.97M Buy
12,833
+712
+6% +$107K 0.42% 74
2019
Q3 		$1.77M Buy
12,121
+942
+8% +$136K 0.41% 77
2019
Q2 		$1.63M Buy
11,179
+525
+5% +$74.9K 0.39% 76
2019
Q1 		$1.49M Buy
10,654
+4,213
+65% +$570K 0.37% 76
2018
Q4 		$776K Sell
6,441
-1,638
-20% -$217K 0.22% 119
2018
Q3 		$1.19M Buy
8,079
+292
+4% +$42.1K 0.27% 94
2018
Q2 		$1.06M Buy
7,787
+888
+13% +$124K 0.26% 103
2018
Q1 		$960K Buy
6,899
+1,835
+36% +$264K 0.25% 108
2017
Q4 		$721K Buy
5,064
+2,364
+88% +$324K 0.19% 131
2017
Q3 		$363K Buy
2,700
+636
+31% +$82.3K 0.11% 197
2017
Q2 		$265K Buy
2,064
+237
+13% +$29.9K 0.09% 209
2017
Q1 		$226K Buy
1,827
+6
+0.3% +$738 0.08% 221
2016
Q4 		$217K Buy
1,821
+1,521
+507% +$175K 0.08% 218
2016
Q3 		$33.3K Hold
300
– – 0.01% 396
2016
Q2 		$31.9K Hold
300
– – 0.01% 394
2016
Q1 		$31.6K Buy
+300
New +$29.3K 0.01% 380

Other funds holding VIS

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Anchor Investment Management's VIS Position: Q1 2026 in Review

Anchor Investment Management increased its Vanguard Industrials ETF (VIS) stake by 3.5% in Q1 2026, buying an estimated $122K and bringing the position to 11,247 shares worth $3.51M. The position accounts for 0.29% of the portfolio, ranked #92.

Anchor Investment Management first reported a position in VIS in Q1 2016 and has held it in 41 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Anchor Investment Management held 11,247 shares of Vanguard Industrials ETF worth $3.51M as of Q1 2026.
  • Anchor Investment Management bought 377 Vanguard Industrials ETF shares in Q1 2026, an estimated $122K.
  • Vanguard Industrials ETF made up 0.29% of Anchor Investment Management's portfolio in Q1 2026, its #92 holding.
  • Anchor Investment Management first reported a position in Vanguard Industrials ETF in Q1 2016 and has held it in 41 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.