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Apexium Financial’s Vanguard Industrials ETF VIS Stock Holding History

Apexium Financial’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 		$1.04M Buy
3,495
+1
+0% +$290 0.05% 130
2025
Q2 		$979K Buy
3,494
+1
+0% +$258 0.05% 130
2025
Q1 		$865K Sell
3,493
-51
-1% -$13.2K 0.05% 131
2024
Q4 		$902K Sell
3,544
-115
-3% -$30.6K 0.05% 117
2024
Q3 		$954K Buy
3,659
+13
+0.4% +$3.18K 0.06% 101
2024
Q2 		$860K Hold
3,646
– – 0.06% 102
2024
Q1 		$890K Buy
3,646
+12
+0.3% +$2.73K 0.07% 103
2023
Q4 		$801K Sell
3,634
-71
-2% -$14.3K 0.06% 141
2023
Q3 		$724K Sell
3,705
-9
-0.2% -$1.85K 0.07% 105
2023
Q2 		$766K Sell
3,714
-90
-2% -$17.2K 0.07% 104
2023
Q1 		$725K Sell
3,804
-177
-4% -$33.6K 0.07% 107
2022
Q4 		$727K Buy
3,981
+680
+21% +$122K 0.08% 100
2022
Q3 		$520K Buy
+3,301
New +$575K 0.06% 118
2020
Q2 		– Sell
-1,996
Closed -$220K – 82
2020
Q1 		$220K Buy
+1,996
New +$283K 0.29% 50

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

Apexium Financial's VIS Position: Q3 2025 in Review

Apexium Financial increased its Vanguard Industrials ETF (VIS) stake by 0.03% in Q3 2025, buying an estimated $290 and bringing the position to 3,495 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #130.

Apexium Financial first reported a position in VIS in Q1 2020 and has held it in 14 quarters since. 520 funds tracked by Wall St. Rank hold VIS as of Q3 2025.

  • Apexium Financial held 3,495 shares of Vanguard Industrials ETF worth $1.04M as of Q3 2025.
  • Apexium Financial bought 1 Vanguard Industrials ETF share in Q3 2025, an estimated $290.
  • Vanguard Industrials ETF made up 0.05% of Apexium Financial's portfolio in Q3 2025, its #130 holding.
  • Apexium Financial first reported a position in Vanguard Industrials ETF in Q1 2020 and has held it in 14 quarters since.
  • 520 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.