BWM
VIS icon

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
Q2 		$1.48M Buy
4,112
+370
+10% +$125K 0.58% 33
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 $1.55T 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

Birchcreek Wealth Management's VIS Position: Q2 2026 in Review

Birchcreek Wealth Management increased its Vanguard Industrials ETF (VIS) stake by 9.9% in Q2 2026, buying an estimated $125K and bringing the position to 4,112 shares worth $1.48M. The position accounts for 0.58% of the portfolio, ranked #33.

Birchcreek Wealth Management first reported a position in VIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.54M in Q3 2025. 622 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Birchcreek Wealth Management held 4,112 shares of Vanguard Industrials ETF worth $1.48M as of Q2 2026.
  • Birchcreek Wealth Management bought 370 Vanguard Industrials ETF shares in Q2 2026, an estimated $125K.
  • Vanguard Industrials ETF made up 0.58% of Birchcreek Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Birchcreek Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2020 and has held it in 23 quarters since.
  • Birchcreek Wealth Management's Vanguard Industrials ETF position peaked at $1.54M in Q3 2025.
  • 622 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.