AWM
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Angeles Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Angeles Wealth 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
2025
Q3 		– Sell
-10
Closed -$2.8K – 449
2025
Q2 		$2.8K Buy
+10
New +$2.58K ﹤0.01% 426
2023
Q4 		– Sell
-223
Closed -$43.5K – 274
2023
Q3 		$43.5K Buy
+223
New +$45.8K 0.01% 201

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Angeles Wealth Management's VIS Position: Q3 2025 in Review

Angeles Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q3 2025, closing a stake of 10 shares — an estimated $2.8K sold.

Angeles Wealth Management first reported a position in VIS in Q3 2023 and held it in 2 quarters. The position peaked at $43.5K in Q3 2023. 520 funds tracked by Wall St. Rank hold VIS as of Q3 2025.

  • Angeles Wealth Management reported no remaining Vanguard Industrials ETF position as of Q3 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 10 Vanguard Industrials ETF shares in Q3 2025, an estimated $2.8K.
  • Angeles Wealth Management first reported a position in Vanguard Industrials ETF in Q3 2023 and held it in 2 quarters.
  • Angeles Wealth Management's Vanguard Industrials ETF position peaked at $43.5K in Q3 2023.
  • 520 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2025.

Based on Angeles Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.