Comprehensive Money Management Services’s Vanguard Industrials ETF VIS Stock Holding History

Comprehensive Money Management Services’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	$1.01M	Sell	3,231 -21	-0.6%	-$6.82K	0.66%	54
2025 Q4	$970K	Sell	3,252 -25	-0.8%	-$7.42K	0.67%	50
2025 Q3	$971K	Hold	3,277	–	–	0.69%	49
2025 Q2	$918K	Hold	3,277	–	–	0.7%	46
2025 Q1	$811K	Sell	3,277 -30	-0.9%	-$7.76K	0.66%	51
2024 Q4	$841K	Buy	+3,307	New	+$880K	0.69%	46

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

Comprehensive Money Management Services's VIS Position: Q1 2026 in Review

Comprehensive Money Management Services reduced its Vanguard Industrials ETF (VIS) stake by 0.65% in Q1 2026, selling an estimated $6.82K and leaving 3,231 shares worth $1.01M. The position accounts for 0.66% of the portfolio, ranked #54.

Comprehensive Money Management Services first reported a position in VIS in Q4 2024 and has held it in 6 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Comprehensive Money Management Services held 3,231 shares of Vanguard Industrials ETF worth $1.01M as of Q1 2026.
Comprehensive Money Management Services sold 21 Vanguard Industrials ETF shares in Q1 2026, an estimated $6.82K.
Vanguard Industrials ETF made up 0.66% of Comprehensive Money Management Services's portfolio in Q1 2026, its #54 holding.
Comprehensive Money Management Services first reported a position in Vanguard Industrials ETF in Q4 2024 and has held it in 6 quarters since.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.