Aspiriant LLC’s Vanguard Industrials ETF VIS Stock Holding History

Aspiriant LLC’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 Q2	$245K	Sell	681 -620	-48%	-$210K	0.01%	348
2026 Q1	$406K	Buy	+1,301	New	+$422K	0.01%	244
2024 Q3	–	Sell	-2,768	Closed	-$651K	–	309
2024 Q2	$651K	Buy	2,768 +3	+0.1%	+$715	0.03%	172
2024 Q1	$675K	Hold	2,765	–	–	0.03%	168
2023 Q4	$609K	Hold	2,765	–	–	0.03%	174
2023 Q3	$539K	Buy	2,765 +100	+4%	+$20.5K	0.03%	170
2023 Q2	$548K	Hold	2,665	–	–	0.03%	174
2023 Q1	$508K	Buy	+2,665	New	+$506K	0.03%	174
2016 Q2	–	Sell	-2,753	Closed	-$290K	–	192
2016 Q1	$290K	Buy	+2,753	New	+$269K	0.03%	152
2014 Q3	–	Sell	-3,334	Closed	-$348K	–	84
2014 Q2	$348K	Sell	3,334 -432	-11%	-$44.2K	0.05%	71
2014 Q1	$379K	Buy	+3,766	New	+$371K	0.05%	69

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Aspiriant LLC's VIS Position: Q2 2026 in Review

Aspiriant LLC reduced its Vanguard Industrials ETF (VIS) stake by 48% in Q2 2026, selling an estimated $210K and leaving 681 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #348.

Aspiriant LLC first reported a position in VIS in Q1 2014 and has held it in 11 quarters since. The position peaked at $675K in Q1 2024. 620 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Aspiriant LLC held 681 shares of Vanguard Industrials ETF worth $245K as of Q2 2026.
Aspiriant LLC sold 620 Vanguard Industrials ETF shares in Q2 2026, an estimated $210K.
Vanguard Industrials ETF made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #348 holding.
Aspiriant LLC first reported a position in Vanguard Industrials ETF in Q1 2014 and has held it in 11 quarters since.
Aspiriant LLC's Vanguard Industrials ETF position peaked at $675K in Q1 2024.
620 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.