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Connecticut Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Connecticut 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 		$529K Sell
1,695
-848
-33% -$275K 0.02% 222
2025
Q4 		$759K Buy
2,543
+282
+12% +$83.7K 0.03% 185
2025
Q3 		$670K Buy
+2,261
New +$655K 0.03% 195

Other funds holding VIS

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
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

Connecticut Wealth Management's VIS Position: Q1 2026 in Review

Connecticut Wealth Management reduced its Vanguard Industrials ETF (VIS) stake by 33% in Q1 2026, selling an estimated $275K and leaving 1,695 shares worth $529K. The position accounts for 0.02% of the portfolio, ranked #222.

Connecticut Wealth Management first reported a position in VIS in Q3 2025 and has held it in 3 quarters since. The position peaked at $759K in Q4 2025. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Connecticut Wealth Management held 1,695 shares of Vanguard Industrials ETF worth $529K as of Q1 2026.
  • Connecticut Wealth Management sold 848 Vanguard Industrials ETF shares in Q1 2026, an estimated $275K.
  • Vanguard Industrials ETF made up 0.02% of Connecticut Wealth Management's portfolio in Q1 2026, its #222 holding.
  • Connecticut Wealth Management first reported a position in Vanguard Industrials ETF in Q3 2025 and has held it in 3 quarters since.
  • Connecticut Wealth Management's Vanguard Industrials ETF position peaked at $759K in Q4 2025.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.