Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CCA
Checchi Capital Advisers’s
Vanguard Industrials ETF
VIS
Stock Holding History
Checchi Capital Advisers’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
$1.17M
Sell
3,759
-1,048
-22%
-$340K
0.08%
191
2025
Q4
$1.43M
Sell
4,807
-79
-2%
-$23.5K
0.1%
155
2025
Q3
$1.45M
Sell
4,886
-181
-4%
-$52.4K
0.1%
153
2025
Q2
$1.42M
Sell
5,067
-255
-5%
-$65.9K
0.1%
164
2025
Q1
$1.32M
Buy
5,322
+208
+4%
+$53.8K
0.09%
174
2024
Q4
$1.3M
Hold
5,114
–
–
0.1%
160
2024
Q3
$1.33M
Hold
5,114
–
–
0.1%
164
2024
Q2
$1.2M
Sell
5,114
-382
-7%
-$91K
0.1%
167
2024
Q1
$1.34M
Sell
5,496
-924
-14%
-$210K
0.1%
156
2023
Q4
$1.42M
Hold
6,420
–
–
0.12%
148
2023
Q3
$1.25M
Sell
6,420
-644
-9%
-$132K
0.12%
147
2023
Q2
$1.45M
Sell
7,064
-50
-0.7%
-$9.56K
0.13%
132
2023
Q1
$1.36M
Sell
7,114
-156
-2%
-$29.6K
0.13%
134
2022
Q4
$1.33M
Buy
7,270
+712
+11%
+$127K
0.14%
133
2022
Q3
$1.03M
Buy
6,558
+136
+2%
+$23.7K
0.11%
149
2022
Q2
$1.16M
Buy
+6,422
New
+$1.14M
0.12%
147
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
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B 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
$376B 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
MM
Main Management
San Francisco, California
$1.37B AUM
19.06%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close