Bristlecone Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Bristlecone 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	-174	Closed	-$48.7K	–	308
2025 Q2	$48.7K	Sell	174 -1,092	-86%	-$282K	﹤0.01%	255
2025 Q1	$313K	Hold	1,266	–	–	0.03%	234
2024 Q4	$322K	Hold	1,266	–	–	0.03%	234
2024 Q3	$329K	Hold	1,266	–	–	0.03%	230
2024 Q2	$298K	Hold	1,266	–	–	0.03%	234
2024 Q1	$309K	Hold	1,266	–	–	0.03%	225
2023 Q4	$279K	Hold	1,266	–	–	0.03%	236
2023 Q3	$247K	Hold	1,266	–	–	0.03%	232
2023 Q2	$260K	Hold	1,266	–	–	0.03%	233
2023 Q1	$241K	Hold	1,266	–	–	0.03%	243
2022 Q4	$231K	Buy	+1,266	New	+$226K	0.03%	235
2022 Q3	–	Sell	-1,266	Closed	-$207K	–	246
2022 Q2	$207K	Hold	1,266	–	–	0.03%	236
2022 Q1	$246K	Hold	1,266	–	–	0.03%	208
2021 Q4	$257K	Hold	1,266	–	–	0.03%	201
2021 Q3	$238K	Hold	1,266	–	–	0.03%	197
2021 Q2	$249K	Buy	1,266 +174	+16%	+$34.2K	0.03%	191
2021 Q1	$207K	Buy	+1,092	New	+$194K	0.03%	206
2020 Q4	–	Sell	-762	Closed	-$110K	–	208
2020 Q3	$110K	Buy	+762	New	+$107K	0.02%	190

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bristlecone Advisors's VIS Position: Q3 2025 in Review

Bristlecone Advisors sold out of Vanguard Industrials ETF (VIS) in Q3 2025, closing a stake of 174 shares — an estimated $48.7K sold.

Bristlecone Advisors first reported a position in VIS in Q3 2020 and held it in 18 quarters. The position peaked at $329K in Q3 2024. 520 funds tracked by Wall St. Rank hold VIS as of Q3 2025.

Bristlecone Advisors reported no remaining Vanguard Industrials ETF position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 174 Vanguard Industrials ETF shares in Q3 2025, an estimated $48.7K.
Bristlecone Advisors first reported a position in Vanguard Industrials ETF in Q3 2020 and held it in 18 quarters.
Bristlecone Advisors's Vanguard Industrials ETF position peaked at $329K in Q3 2024.
520 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.