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Aspect Partners’s Vanguard Industrials ETF VIS Stock Holding History

Aspect Partners’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
-250
Closed -$74.1K – 770
2025
Q3 		$74.1K Hold
250
– – 0.03% 125
2025
Q2 		$70K Buy
+250
New +$64.6K 0.03% 134

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Aspect Partners's VIS Position: Q4 2025 in Review

Aspect Partners sold out of Vanguard Industrials ETF (VIS) in Q4 2025, closing a stake of 250 shares — an estimated $74.1K sold.

Aspect Partners first reported a position in VIS in Q2 2025 and held it in 2 quarters. The position peaked at $74.1K in Q3 2025. 568 funds tracked by Wall St. Rank hold VIS as of Q4 2025.

  • Aspect Partners reported no remaining Vanguard Industrials ETF position as of Q4 2025 after selling out during the quarter.
  • Aspect Partners sold 250 Vanguard Industrials ETF shares in Q4 2025, an estimated $74.1K.
  • Aspect Partners first reported a position in Vanguard Industrials ETF in Q2 2025 and held it in 2 quarters.
  • Aspect Partners's Vanguard Industrials ETF position peaked at $74.1K in Q3 2025.
  • 568 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2025.

Based on Aspect Partners's 13F filing for Q4 2025, filed 23 Jan 2026.