Capital Analysts LLC’s Vanguard Industrials ETF VIS Stock Holding History

Capital Analysts LLC’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	$26K	Sell	82 -14	-15%	-$4.55K	﹤0.01%	1076
2025 Q4	$29K	Hold	96	–	–	﹤0.01%	1032
2025 Q3	$28K	Hold	96	–	–	﹤0.01%	1004
2025 Q2	$27K	Hold	96	–	–	﹤0.01%	942
2025 Q1	$24K	Buy	96 +82	+586%	+$21.2K	﹤0.01%	952
2024 Q4	$4K	Sell	14 -78	-85%	-$20.8K	﹤0.01%	1186
2024 Q3	$24K	Buy	92 +10	+12%	+$2.45K	﹤0.01%	868
2024 Q2	$19K	Hold	82	–	–	﹤0.01%	872
2024 Q1	$20K	Hold	82	–	–	﹤0.01%	824
2023 Q4	$18K	Hold	82	–	–	﹤0.01%	829
2023 Q3	$16K	Buy	+82	New	+$16.8K	﹤0.01%	812

Other funds holding VIS

Bank of America

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

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $376B 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

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return