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Biltmore Family Office’s Vanguard Industrials ETF VIS Stock Holding History

Biltmore Family Office’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
Q2 		$10.5K Hold
29
– – ﹤0.01% 320
2026
Q1 		$9.05K Sell
29
-6
-17% -$1.95K ﹤0.01% 306
2025
Q4 		$10.4K Buy
+35
New +$10.4K ﹤0.01% 303
2020
Q1 		– Sell
-2,949
Closed -$454K – 223
2019
Q4 		$454K Buy
+2,949
New +$444K 0.18% 104

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Biltmore Family Office's VIS Position: Q2 2026 in Review

Biltmore Family Office held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 29 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Biltmore Family Office first reported a position in VIS in Q4 2019 and has held it in 4 quarters since. The position peaked at $454K in Q4 2019. 625 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Biltmore Family Office held 29 shares of Vanguard Industrials ETF worth $10.5K as of Q2 2026.
  • Biltmore Family Office left its Vanguard Industrials ETF share count unchanged in Q2 2026.
  • Vanguard Industrials ETF made up ﹤0.01% of Biltmore Family Office's portfolio in Q2 2026, its #320 holding.
  • Biltmore Family Office first reported a position in Vanguard Industrials ETF in Q4 2019 and has held it in 4 quarters since.
  • Biltmore Family Office's Vanguard Industrials ETF position peaked at $454K in Q4 2019.
  • 625 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.