Beacon Capital Management LLC (Tennessee)’s Vanguard Industrials ETF VIS Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-89	Closed	-$25K	–	974
2025 Q2	$25K	Hold	89	–	–	﹤0.01%	469
2025 Q1	$22.1K	Hold	89	–	–	﹤0.01%	462
2024 Q4	$22.7K	Hold	89	–	–	﹤0.01%	446
2024 Q3	$23.1K	Hold	89	–	–	﹤0.01%	460
2024 Q2	$20.9K	Sell	89 -78	-47%	-$18.6K	﹤0.01%	440
2024 Q1	$40.8K	Buy	167 +2	+1%	+$454	0.01%	327
2023 Q4	$32.3K	Sell	165 -19	-10%	-$3.83K	0.01%	303
2023 Q3	$37.8K	Hold	184	–	–	0.01%	295
2023 Q2	$37.8K	Buy	184 +1	+0.5%	+$191	0.01%	295
2023 Q1	$34.9K	Sell	183 -87	-32%	-$16.5K	0.01%	277
2022 Q4	$49.2K	Sell	270 -27	-9%	-$4.83K	0.02%	222
2022 Q3	$48K	Sell	297 -87	-23%	-$15.2K	0.02%	212
2022 Q2	$75K	Hold	384	–	–	0.02%	190
2022 Q1	$75K	Buy	+384	New	+$73.8K	0.02%	190

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

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

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

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

Beacon Capital Management LLC (Tennessee)'s VIS Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Vanguard Industrials ETF (VIS) in Q3 2025, closing a stake of 89 shares — an estimated $25K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in VIS in Q1 2022 and held it in 14 quarters. The position peaked at $75K in Q2 2022. 520 funds tracked by Wall St. Rank hold VIS as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Vanguard Industrials ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 89 Vanguard Industrials ETF shares in Q3 2025, an estimated $25K.
Beacon Capital Management LLC (Tennessee) first reported a position in Vanguard Industrials ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Vanguard Industrials ETF position peaked at $75K in Q2 2022.
520 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.