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Axiom Financial Strategies’s Vanguard Industrials ETF VIS Stock Holding History

Axiom Financial Strategies’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
Q1 		– Sell
-11,101
Closed -$3.31M – 46
2025
Q4 		$3.31M Sell
11,101
-42
-0.4% -$12.5K 1.39% 18
2025
Q3 		$3.3M Sell
11,143
-10,754
-49% -$3.12M 1.42% 19
2025
Q2 		$6.13M Sell
21,897
-543
-2% -$140K 3.42% 8
2025
Q1 		$5.55M Sell
22,440
-503
-2% -$130K 3.29% 10
2024
Q4 		$5.84M Sell
22,943
-873
-4% -$232K 3.26% 10
2024
Q3 		$6.19M Buy
23,816
+1,121
+5% +$275K 3.27% 12
2024
Q2 		$5.34M Sell
22,695
-30
-0.1% -$7.15K 3.47% 12
2024
Q1 		$5.55M Buy
22,725
+3,148
+16% +$715K 3.53% 11
2023
Q4 		$4.32M Sell
19,577
-47
-0.2% -$9.47K 2.8% 13
2023
Q3 		$3.83M Sell
19,624
-214
-1% -$43.9K 2.57% 14
2023
Q2 		$4.08M Sell
19,838
-524
-3% -$100K 2.34% 17
2023
Q1 		$3.88M Buy
20,362
+90
+0.4% +$17.1K 2.16% 16
2022
Q4 		$3.7M Sell
20,272
-105
-0.5% -$18.8K 2.33% 17
2022
Q3 		$3.21M Sell
20,377
-6,376
-24% -$1.11M 1.71% 19
2022
Q2 		$4.37M Sell
26,753
-471
-2% -$83.3K 2.3% 14
2022
Q1 		$4.86M Buy
27,224
+379
+1% +$72.9K 2.45% 14
2021
Q4 		$5.45M Buy
26,845
+999
+4% +$200K 2.48% 14
2021
Q3 		$4.86M Buy
25,846
+5,116
+25% +$1M 2.29% 14
2021
Q2 		$4.07M Buy
20,730
+8,604
+71% +$1.69M 1.88% 15
2021
Q1 		$2.29M Sell
12,126
-917
-7% -$163K 1.13% 20
2020
Q4 		$1.89M Hold
13,043
– – 1.13% 21
2020
Q3 		$1.89M Buy
13,043
+257
+2% +$36.2K 1.13% 21
2020
Q2 		$1.66M Sell
12,786
-1,435
-10% -$175K 1.08% 23
2020
Q1 		$1.57M Buy
+14,221
New +$2.02M 1.27% 20

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Axiom Financial Strategies's VIS Position: Q1 2026 in Review

Axiom Financial Strategies sold out of Vanguard Industrials ETF (VIS) in Q1 2026, closing a stake of 11,101 shares — an estimated $3.31M sold.

Axiom Financial Strategies first reported a position in VIS in Q1 2020 and held it in 24 quarters. The position peaked at $6.19M in Q3 2024. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Axiom Financial Strategies reported no remaining Vanguard Industrials ETF position as of Q1 2026 after selling out during the quarter.
  • Axiom Financial Strategies sold 11,101 Vanguard Industrials ETF shares in Q1 2026, an estimated $3.31M.
  • Axiom Financial Strategies first reported a position in Vanguard Industrials ETF in Q1 2020 and held it in 24 quarters.
  • Axiom Financial Strategies's Vanguard Industrials ETF position peaked at $6.19M in Q3 2024.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.