Chicago Partners Investment Group’s Vanguard Industrials ETF VIS Stock Holding History

Chicago Partners Investment Group’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	$310K	Hold	927	–	–	0.01%	1123
2025 Q4	$297K	Hold	927	–	–	0.01%	1045
2025 Q3	$278K	Hold	927	–	–	0.01%	995
2025 Q2	$271K	Buy	+927	New	+$239K	0.01%	894
2018 Q4	–	Sell	-39	Closed	-$5K	–	900
2018 Q3	$5K	Hold	39	–	–	﹤0.01%	925
2018 Q2	$5K	Hold	39	–	–	﹤0.01%	878
2018 Q1	$5K	Hold	39	–	–	﹤0.01%	848
2017 Q4	$6K	Hold	39	–	–	﹤0.01%	802
2017 Q3	$5K	Buy	+39	New	+$5.05K	﹤0.01%	874
2017 Q2	–	Sell	-39	Closed	-$5K	–	791
2017 Q1	$5K	Hold	39	–	–	﹤0.01%	496
2016 Q4	$5K	Hold	39	–	–	﹤0.01%	466
2016 Q3	$4K	Hold	39	–	–	﹤0.01%	465
2016 Q2	$4K	Hold	39	–	–	﹤0.01%	414
2016 Q1	$4K	Hold	39	–	–	﹤0.01%	394
2015 Q4	$4K	Buy	+39	New	+$3.99K	﹤0.01%	459

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

Chicago Partners Investment Group's VIS Position: Q1 2026 in Review

Chicago Partners Investment Group held its Vanguard Industrials ETF (VIS) position steady in Q1 2026 at 927 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #1123.

Chicago Partners Investment Group first reported a position in VIS in Q4 2015 and has held it in 15 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Chicago Partners Investment Group held 927 shares of Vanguard Industrials ETF worth $310K as of Q1 2026.
Chicago Partners Investment Group left its Vanguard Industrials ETF share count unchanged in Q1 2026.
Vanguard Industrials ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #1123 holding.
Chicago Partners Investment Group first reported a position in Vanguard Industrials ETF in Q4 2015 and has held it in 15 quarters since.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.