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Capital Performance Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Capital Performance 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
2026
Q1 		$268K Buy
858
+13
+2% +$4.22K 0.02% 355
2025
Q4 		$252K Buy
+845
New +$251K 0.02% 353

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 Performance Advisors's VIS Position: Q1 2026 in Review

Capital Performance Advisors increased its Vanguard Industrials ETF (VIS) stake by 1.5% in Q1 2026, buying an estimated $4.22K and bringing the position to 858 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #355.

Capital Performance Advisors first reported a position in VIS in Q4 2025 and has held it in 2 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Capital Performance Advisors held 858 shares of Vanguard Industrials ETF worth $268K as of Q1 2026.
  • Capital Performance Advisors bought 13 Vanguard Industrials ETF shares in Q1 2026, an estimated $4.22K.
  • Vanguard Industrials ETF made up 0.02% of Capital Performance Advisors's portfolio in Q1 2026, its #355 holding.
  • Capital Performance Advisors first reported a position in Vanguard Industrials ETF in Q4 2025 and has held it in 2 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.