Bell Investment Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Bell Investment 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
2025 Q3	–	Sell	-141	Closed	-$39.6K	–	1963
2025 Q2	$39.6K	Hold	141	–	–	0.01%	280
2025 Q1	$34.9K	Buy	141 +1	+0.7%	+$259	0.01%	276
2024 Q4	$35.7K	Hold	140	–	–	0.01%	269
2024 Q3	$36.3K	Buy	140 +1	+0.7%	+$245	0.01%	274
2024 Q2	$32.7K	Hold	139	–	–	0.01%	282
2024 Q1	$34K	Hold	139	–	–	0.01%	267
2023 Q4	$30.6K	Buy	139 +1	+0.7%	+$202	0.01%	265
2023 Q3	$26.8K	Buy	138 +1	+0.7%	+$205	0.01%	258
2023 Q2	$28.2K	Hold	137	–	–	0.01%	242
2023 Q1	$26.1K	Hold	137	–	–	0.01%	253
2022 Q4	$25K	Buy	137 +2	+1%	+$358	0.01%	263
2022 Q3	$21K	Hold	135	–	–	0.01%	255
2022 Q2	$22K	Buy	+135	New	+$23.9K	0.01%	248
2021 Q4	$27K	Buy	135 +1	+0.7%	+$200	0.01%	254
2021 Q3	$25K	Buy	+134	New	+$26.3K	0.01%	245

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

Bell Investment Advisors's VIS Position: Q3 2025 in Review

Bell Investment Advisors sold out of Vanguard Industrials ETF (VIS) in Q3 2025, closing a stake of 141 shares — an estimated $39.6K sold.

Bell Investment Advisors first reported a position in VIS in Q3 2021 and held it in 15 quarters. The position peaked at $39.6K in Q2 2025. 520 funds tracked by Wall St. Rank hold VIS as of Q3 2025.

Bell Investment Advisors reported no remaining Vanguard Industrials ETF position as of Q3 2025 after selling out during the quarter.
Bell Investment Advisors sold 141 Vanguard Industrials ETF shares in Q3 2025, an estimated $39.6K.
Bell Investment Advisors first reported a position in Vanguard Industrials ETF in Q3 2021 and held it in 15 quarters.
Bell Investment Advisors's Vanguard Industrials ETF position peaked at $39.6K in Q2 2025.
520 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.