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Bank of Marin’s Vanguard Industrials ETF VIS Stock Holding History

Bank of Marin’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 		$298K Buy
955
+122
+15% +$39.6K 0.22% 115
2025
Q4 		$249K Hold
833
– – 0.17% 122
2025
Q3 		$247K Hold
833
– – 0.17% 123
2025
Q2 		$233K Buy
+833
New +$215K 0.18% 122
2025
Q1 		– Sell
-833
Closed -$212K – 114
2024
Q4 		$212K Hold
833
– – 0.17% 125
2024
Q3 		$217K Buy
+833
New +$204K 0.17% 122
2024
Q2 		– Sell
-833
Closed -$203K – 126
2024
Q1 		$203K Buy
+833
New +$189K 0.18% 114

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

Bank of Marin's VIS Position: Q1 2026 in Review

Bank of Marin increased its Vanguard Industrials ETF (VIS) stake by 15% in Q1 2026, buying an estimated $39.6K and bringing the position to 955 shares worth $298K. The position accounts for 0.22% of the portfolio, ranked #115.

Bank of Marin first reported a position in VIS in Q1 2024 and has held it in 7 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Bank of Marin held 955 shares of Vanguard Industrials ETF worth $298K as of Q1 2026.
  • Bank of Marin bought 122 Vanguard Industrials ETF shares in Q1 2026, an estimated $39.6K.
  • Vanguard Industrials ETF made up 0.22% of Bank of Marin's portfolio in Q1 2026, its #115 holding.
  • Bank of Marin first reported a position in Vanguard Industrials ETF in Q1 2024 and has held it in 7 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Bank of Marin's 13F filing for Q1 2026, filed 14 May 2026.