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Arete Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Arete Wealth 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 		– Sell
-1,960
Closed -$585K – 728
2025
Q4 		$585K Sell
1,960
-86
-4% -$25.5K 0.04% 391
2025
Q3 		$606K Sell
2,046
-491
-19% -$142K 0.04% 384
2025
Q2 		$711K Buy
2,537
+737
+41% +$190K 0.05% 319
2025
Q1 		$446K Sell
1,800
-834
-32% -$216K 0.03% 423
2024
Q4 		$670K Buy
+2,634
New +$701K 0.05% 335

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

Arete Wealth Advisors's VIS Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Vanguard Industrials ETF (VIS) in Q1 2026, closing a stake of 1,960 shares — an estimated $585K sold.

Arete Wealth Advisors first reported a position in VIS in Q4 2024 and held it in 5 quarters. The position peaked at $711K in Q2 2025. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Vanguard Industrials ETF position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,960 Vanguard Industrials ETF shares in Q1 2026, an estimated $585K.
  • Arete Wealth Advisors first reported a position in Vanguard Industrials ETF in Q4 2024 and held it in 5 quarters.
  • Arete Wealth Advisors's Vanguard Industrials ETF position peaked at $711K in Q2 2025.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.