Aspire Capital Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Aspire Capital 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 Q1	–	Sell	-18,831	Closed	-$4.79M	–	102
2024 Q4	$4.79M	Sell	18,831 -1,618	-8%	-$431K	1.37%	22
2024 Q3	$5.32M	Buy	20,449 +159	+0.8%	+$38.9K	1.59%	19
2024 Q2	$4.77M	Buy	20,290 +1,933	+11%	+$460K	1.56%	19
2024 Q1	$4.48M	Sell	18,357 -715	-4%	-$162K	1.51%	21
2023 Q4	$4.2M	Buy	19,072 +1,273	+7%	+$257K	1.71%	16
2023 Q3	$3.47M	Buy	17,799 +2,047	+13%	+$420K	1.58%	15
2023 Q2	$3.24M	Buy	+15,752	New	+$3.01M	1.57%	16

Other funds holding VIS

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Aspire Capital Advisors's VIS Position: Q1 2025 in Review

Aspire Capital Advisors sold out of Vanguard Industrials ETF (VIS) in Q1 2025, closing a stake of 18,831 shares — an estimated $4.79M sold.

Aspire Capital Advisors first reported a position in VIS in Q2 2023 and held it in 7 quarters. The position peaked at $5.32M in Q3 2024. 484 funds tracked by Wall St. Rank hold VIS as of Q1 2025.

Aspire Capital Advisors reported no remaining Vanguard Industrials ETF position as of Q1 2025 after selling out during the quarter.
Aspire Capital Advisors sold 18,831 Vanguard Industrials ETF shares in Q1 2025, an estimated $4.79M.
Aspire Capital Advisors first reported a position in Vanguard Industrials ETF in Q2 2023 and held it in 7 quarters.
Aspire Capital Advisors's Vanguard Industrials ETF position peaked at $5.32M in Q3 2024.
484 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2025.

Based on Aspire Capital Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.