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Blue Bell Private Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Blue Bell Private 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 		$188K Hold
602
– – 0.03% 277
2025
Q4 		$180K Buy
602
+10
+2% +$2.97K 0.03% 264
2025
Q3 		$175K Hold
592
– – 0.03% 262
2025
Q2 		$166K Hold
592
– – 0.03% 257
2025
Q1 		$147K Buy
+592
New +$153K 0.03% 256

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

Blue Bell Private Wealth Management's VIS Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its Vanguard Industrials ETF (VIS) position steady in Q1 2026 at 602 shares worth $188K. The position accounts for 0.03% of the portfolio, ranked #277.

Blue Bell Private Wealth Management first reported a position in VIS in Q1 2025 and has held it in 5 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Blue Bell Private Wealth Management held 602 shares of Vanguard Industrials ETF worth $188K as of Q1 2026.
  • Blue Bell Private Wealth Management left its Vanguard Industrials ETF share count unchanged in Q1 2026.
  • Vanguard Industrials ETF made up 0.03% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #277 holding.
  • Blue Bell Private Wealth Management first reported a position in Vanguard Industrials ETF in Q1 2025 and has held it in 5 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.