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Beacon Pointe Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Beacon Pointe Advisors’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 		$1.5M Buy
4,810
+3,412
+244% +$1.11M 0.01% 834
2025
Q4 		$417K Sell
1,398
-94
-6% -$27.9K ﹤0.01% 1130
2025
Q3 		$442K Buy
1,492
+118
+9% +$34.2K ﹤0.01% 1049
2025
Q2 		$385K Sell
1,374
-17
-1% -$4.39K ﹤0.01% 967
2025
Q1 		$344K Hold
1,391
– – ﹤0.01% 969
2024
Q4 		$354K Sell
1,391
-38
-3% -$10.1K ﹤0.01% 945
2024
Q3 		$372K Sell
1,429
-348
-20% -$85.2K ﹤0.01% 952
2024
Q2 		$418K Sell
1,777
-5
-0.3% -$1.19K ﹤0.01% 935
2024
Q1 		$435K Sell
1,782
-53
-3% -$12K ﹤0.01% 968
2023
Q4 		$404K Sell
1,835
-126
-6% -$25.4K ﹤0.01% 968
2023
Q3 		$382K Buy
1,961
+533
+37% +$109K ﹤0.01% 971
2023
Q2 		$293K Sell
1,428
-401
-22% -$76.7K ﹤0.01% 890
2023
Q1 		$348K Sell
1,829
-199
-10% -$37.8K 0.01% 876
2022
Q4 		$370K Buy
2,028
+543
+37% +$97.1K 0.01% 791
2022
Q3 		$233K Buy
+1,485
New +$259K 0.01% 880
2022
Q2 		– Sell
-1,425
Closed -$277K – 1224
2022
Q1 		$277K Buy
1,425
+437
+44% +$84K ﹤0.01% 1013
2021
Q4 		$201K Buy
+988
New +$197K 0.01% 883

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

Beacon Pointe Advisors's VIS Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Vanguard Industrials ETF (VIS) stake by 244% in Q1 2026, buying an estimated $1.11M and bringing the position to 4,810 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #834.

Beacon Pointe Advisors first reported a position in VIS in Q4 2021 and has held it in 17 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Beacon Pointe Advisors held 4,810 shares of Vanguard Industrials ETF worth $1.5M as of Q1 2026.
  • Beacon Pointe Advisors bought 3,412 Vanguard Industrials ETF shares in Q1 2026, an estimated $1.11M.
  • Vanguard Industrials ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #834 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Industrials ETF in Q4 2021 and has held it in 17 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.