Clear Creek Financial Management’s Vanguard Industrials ETF VIS Stock Holding History

Clear Creek Financial 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 Q2	$14.3M	Buy	39,804 +15,602	+64%	+$5.29M	0.92%	24
2026 Q1	$7.56M	Buy	24,202 +2,806	+13%	+$911K	0.58%	39
2025 Q4	$6.38M	Buy	21,396 +3,376	+19%	+$1M	0.52%	40
2025 Q3	$5.34M	Buy	18,020 +7,092	+65%	+$2.05M	0.46%	44
2025 Q2	$3.06M	Buy	+10,928	New	+$2.82M	0.29%	74

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Clear Creek Financial Management's VIS Position: Q2 2026 in Review

Clear Creek Financial Management increased its Vanguard Industrials ETF (VIS) stake by 64% in Q2 2026, buying an estimated $5.29M and bringing the position to 39,804 shares worth $14.3M. The position accounts for 0.92% of the portfolio, ranked #24.

Clear Creek Financial Management first reported a position in VIS in Q2 2025 and has held it in 5 quarters since. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Clear Creek Financial Management held 39,804 shares of Vanguard Industrials ETF worth $14.3M as of Q2 2026.
Clear Creek Financial Management bought 15,602 Vanguard Industrials ETF shares in Q2 2026, an estimated $5.29M.
Vanguard Industrials ETF made up 0.92% of Clear Creek Financial Management's portfolio in Q2 2026, its #24 holding.
Clear Creek Financial Management first reported a position in Vanguard Industrials ETF in Q2 2025 and has held it in 5 quarters since.
619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.