CAG
VIS icon

Crestwood Advisors Group’s Vanguard Industrials ETF VIS Stock Holding History

Crestwood Advisors 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
Q2 		$218K Buy
+605
New +$205K ﹤0.01% 809
2025
Q2 		– Sell
-2,607
Closed -$645K – 542
2025
Q1 		$645K Buy
+2,607
New +$675K 0.01% 313

Other funds holding VIS

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Crestwood Advisors Group's VIS Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in Vanguard Industrials ETF (VIS) in Q2 2026: 605 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #809 among its holdings. This is a return to the name: Crestwood Advisors Group previously reported a position in VIS as recently as Q1 2025.

Crestwood Advisors Group first reported a position in VIS in Q1 2025 and has held it in 2 quarters since. The position peaked at $645K in Q1 2025. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Crestwood Advisors Group held 605 shares of Vanguard Industrials ETF worth $218K as of Q2 2026.
  • Vanguard Industrials ETF was a new Crestwood Advisors Group position in Q2 2026.
  • Vanguard Industrials ETF made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #809 holding.
  • Crestwood Advisors Group first reported a position in Vanguard Industrials ETF in Q1 2025 and has held it in 2 quarters since.
  • Crestwood Advisors Group's Vanguard Industrials ETF position peaked at $645K in Q1 2025.
  • 626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.