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
2025 Q4	–	Sell	-2,046	Closed	-$606K	–	746
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Arete Wealth Advisors's VIS Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Vanguard Industrials ETF (VIS) in Q4 2025, closing a stake of 2,046 shares — an estimated $606K sold.

Arete Wealth Advisors first reported a position in VIS in Q4 2024 and held it in 4 quarters. The position peaked at $711K in Q2 2025. 570 funds tracked by Wall St. Rank hold VIS as of Q4 2025.

Arete Wealth Advisors reported no remaining Vanguard Industrials ETF position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 2,046 Vanguard Industrials ETF shares in Q4 2025, an estimated $606K.
Arete Wealth Advisors first reported a position in Vanguard Industrials ETF in Q4 2024 and held it in 4 quarters.
Arete Wealth Advisors's Vanguard Industrials ETF position peaked at $711K in Q2 2025.
570 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.