Avestar Capital’s Vanguard Industrials ETF VIS Stock Holding History

Avestar Capital’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 Q2	–	Sell	-1,461	Closed	-$362K	–	525
2025 Q1	$362K	Sell	1,461 -43	-3%	-$11.1K	0.03%	339
2024 Q4	$383K	Buy	1,504 +43	+3%	+$11.4K	0.03%	335
2024 Q3	$380K	Hold	1,461	–	–	0.04%	298
2024 Q2	$344K	Hold	1,461	–	–	0.04%	310
2024 Q1	$357K	Buy	+1,461	New	+$332K	0.04%	302
2019 Q3	–	Sell	-152	Closed	-$22K	–	811
2019 Q2	$22K	Hold	152	–	–	0.01%	382
2019 Q1	$21K	Hold	152	–	–	0.01%	373
2018 Q4	$18K	Hold	152	–	–	0.01%	353
2018 Q3	$22K	Hold	152	–	–	0.01%	361
2018 Q2	$20K	Hold	152	–	–	0.01%	357
2018 Q1	$21K	Hold	152	–	–	0.01%	335
2017 Q4	$21K	Buy	+152	New	+$20.9K	0.02%	337

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Avestar Capital's VIS Position: Q2 2025 in Review

Avestar Capital sold out of Vanguard Industrials ETF (VIS) in Q2 2025, closing a stake of 1,461 shares — an estimated $362K sold.

Avestar Capital first reported a position in VIS in Q4 2017 and held it in 12 quarters. The position peaked at $383K in Q4 2024. 524 funds tracked by Wall St. Rank hold VIS as of Q2 2025.

Avestar Capital reported no remaining Vanguard Industrials ETF position as of Q2 2025 after selling out during the quarter.
Avestar Capital sold 1,461 Vanguard Industrials ETF shares in Q2 2025, an estimated $362K.
Avestar Capital first reported a position in Vanguard Industrials ETF in Q4 2017 and held it in 12 quarters.
Avestar Capital's Vanguard Industrials ETF position peaked at $383K in Q4 2024.
524 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2025.

Based on Avestar Capital's 13F filing for Q2 2025, filed 13 Aug 2025.