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Birchcreek Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Birchcreek Wealth Management’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 		$1.17M Sell
3,742
-5
-0.1% -$1.62K 0.56% 33
2025
Q4 		$1.12M Sell
3,747
-1,452
-28% -$431K 0.55% 32
2025
Q3 		$1.54M Sell
5,199
-116
-2% -$33.6K 0.8% 23
2025
Q2 		$1.49M Buy
5,315
+188
+4% +$48.6K 0.84% 22
2025
Q1 		$1.27M Buy
5,127
+228
+5% +$59K 0.8% 24
2024
Q4 		$1.25M Sell
4,899
-137
-3% -$36.5K 0.78% 27
2024
Q3 		$1.31M Buy
5,036
+2
+0% +$490 0.86% 26
2024
Q2 		$1.18M Sell
5,034
-295
-6% -$70.3K 0.67% 33
2024
Q1 		$1.3M Sell
5,329
-219
-4% -$49.7K 0.68% 41
2023
Q4 		$1.22M Sell
5,548
-749
-12% -$151K 0.73% 36
2023
Q3 		$1.23M Sell
6,297
-75
-1% -$15.4K 0.83% 31
2023
Q2 		$1.31M Buy
6,372
+345
+6% +$65.9K 0.91% 29
2023
Q1 		$1.15M Sell
6,027
-227
-4% -$43.1K 0.91% 31
2022
Q4 		$1.14M Buy
6,254
+703
+13% +$126K 1.02% 27
2022
Q3 		$875K Buy
5,551
+500
+10% +$87.1K 0.81% 31
2022
Q2 		$825K Buy
5,051
+508
+11% +$89.9K 0.74% 41
2022
Q1 		$883K Sell
4,543
-228
-5% -$43.8K 0.78% 38
2021
Q4 		$968K Sell
4,771
-546
-10% -$109K 0.84% 32
2021
Q3 		$999K Buy
5,317
+47
+0.9% +$9.22K 0.93% 27
2021
Q2 		$1.03M Sell
5,270
-40
-0.8% -$7.86K 1% 26
2021
Q1 		$1M Sell
5,310
-1,667
-24% -$297K 1.06% 24
2020
Q4 		$1.19M Buy
+6,977
New +$1.12M 1.16% 24

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

Birchcreek Wealth Management's VIS Position: Q1 2026 in Review

Birchcreek Wealth Management reduced its Vanguard Industrials ETF (VIS) stake by 0.13% in Q1 2026, selling an estimated $1.62K and leaving 3,742 shares worth $1.17M. The position accounts for 0.56% of the portfolio, ranked #33.

Birchcreek Wealth Management first reported a position in VIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.54M in Q3 2025. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Birchcreek Wealth Management held 3,742 shares of Vanguard Industrials ETF worth $1.17M as of Q1 2026.
  • Birchcreek Wealth Management sold 5 Vanguard Industrials ETF shares in Q1 2026, an estimated $1.62K.
  • Vanguard Industrials ETF made up 0.56% of Birchcreek Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Birchcreek Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2020 and has held it in 22 quarters since.
  • Birchcreek Wealth Management's Vanguard Industrials ETF position peaked at $1.54M in Q3 2025.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.