Ancora Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Ancora Advisors’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	$14.1K	Buy	45 +3	+7%	+$974	﹤0.01%	1669
2025 Q4	$12.5K	Hold	42	–	–	﹤0.01%	1731
2025 Q3	$12.4K	Hold	42	–	–	﹤0.01%	1350
2025 Q2	$11.8K	Hold	42	–	–	﹤0.01%	1341
2025 Q1	$10.4K	Hold	42	–	–	﹤0.01%	1314
2024 Q4	$10.7K	Hold	42	–	–	﹤0.01%	1324
2024 Q3	$10.9K	Sell	42 -6	-13%	-$1.47K	﹤0.01%	1302
2024 Q2	$11.3K	Hold	48	–	–	﹤0.01%	1279
2024 Q1	$11.7K	Buy	48 +20	+71%	+$4.54K	﹤0.01%	1294
2023 Q4	$6.17K	Hold	28	–	–	﹤0.01%	1371
2023 Q3	$5.46K	Hold	28	–	–	﹤0.01%	1379
2023 Q2	$5.75K	Hold	28	–	–	﹤0.01%	1363
2023 Q1	$5.33K	Sell	28 -68	-71%	-$12.9K	﹤0.01%	1393
2022 Q4	$18K	Hold	96	–	–	﹤0.01%	1217
2022 Q3	$15K	Hold	96	–	–	﹤0.01%	1411
2022 Q2	$16K	Hold	96	–	–	﹤0.01%	1499
2022 Q1	$19K	Hold	96	–	–	﹤0.01%	1571
2021 Q4	$19K	Hold	96	–	–	﹤0.01%	1614
2021 Q3	$18K	Buy	96 +11	+13%	+$2.16K	﹤0.01%	1513
2021 Q2	$17K	Buy	85 +68	+400%	+$13.4K	﹤0.01%	1400
2021 Q1	$3K	Buy	+17	New	+$3.03K	﹤0.01%	1613

Other funds holding VIS

Bank of America

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

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 $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $376B 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

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