CGA
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Crescent Grove Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Crescent Grove Advisors’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 		$224K Hold
717
– – 0.02% 275
2025
Q4 		$214K Hold
717
– – 0.02% 280
2025
Q3 		$212K Hold
717
– – 0.02% 276
2025
Q2 		$201K Buy
+717
New +$185K 0.02% 277

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

Crescent Grove Advisors's VIS Position: Q1 2026 in Review

Crescent Grove Advisors held its Vanguard Industrials ETF (VIS) position steady in Q1 2026 at 717 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #275.

Crescent Grove Advisors first reported a position in VIS in Q2 2025 and has held it in 4 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Crescent Grove Advisors held 717 shares of Vanguard Industrials ETF worth $224K as of Q1 2026.
  • Crescent Grove Advisors left its Vanguard Industrials ETF share count unchanged in Q1 2026.
  • Vanguard Industrials ETF made up 0.02% of Crescent Grove Advisors's portfolio in Q1 2026, its #275 holding.
  • Crescent Grove Advisors first reported a position in Vanguard Industrials ETF in Q2 2025 and has held it in 4 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.