Cassaday & Co Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Cassaday & Co 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	$63.7K	Buy	+204	New	+$66.2K	﹤0.01%	563

Other funds holding VIS

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

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

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 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

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

Cassaday & Co Wealth Management's VIS Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Vanguard Industrials ETF (VIS) in Q1 2026: 204 shares worth $63.7K. The stake represents ﹤0.01% of the portfolio and ranks #563 among its holdings.

596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Cassaday & Co Wealth Management held 204 shares of Vanguard Industrials ETF worth $63.7K as of Q1 2026.
Vanguard Industrials ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
Vanguard Industrials ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #563 holding.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.