CMAI
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Capital Management Associates Inc’s Vanguard Industrials ETF VIS Stock Holding History

Capital Management Associates Inc’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 		$2.05M Buy
6,571
+521
+9% +$169K 0.46% 33
2025
Q4 		$1.81M Buy
6,050
+2,629
+77% +$781K 0.4% 39
2025
Q3 		$1.01M Hold
3,421
– – 0.27% 54
2025
Q2 		$958K Buy
+3,421
New +$884K 0.3% 50

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

Capital Management Associates Inc's VIS Position: Q1 2026 in Review

Capital Management Associates Inc increased its Vanguard Industrials ETF (VIS) stake by 8.6% in Q1 2026, buying an estimated $169K and bringing the position to 6,571 shares worth $2.05M. The position accounts for 0.46% of the portfolio, ranked #33.

Capital Management Associates Inc first reported a position in VIS in Q2 2025 and has held it in 4 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Capital Management Associates Inc held 6,571 shares of Vanguard Industrials ETF worth $2.05M as of Q1 2026.
  • Capital Management Associates Inc bought 521 Vanguard Industrials ETF shares in Q1 2026, an estimated $169K.
  • Vanguard Industrials ETF made up 0.46% of Capital Management Associates Inc's portfolio in Q1 2026, its #33 holding.
  • Capital Management Associates Inc first reported a position in Vanguard Industrials ETF in Q2 2025 and has held it in 4 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Capital Management Associates Inc's 13F filing for Q1 2026, filed 23 Apr 2026.