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

Dakota 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
2025
Q4 		– Sell
-836
Closed -$248K – 814
2025
Q3 		$248K Buy
836
+1
+0.1% +$290 0.01% 588
2025
Q2 		$234K Buy
835
+2
+0.2% +$517 ﹤0.01% 683
2025
Q1 		$206K Buy
+833
New +$216K ﹤0.01% 708

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Dakota Wealth Management's VIS Position: Q4 2025 in Review

Dakota Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q4 2025, closing a stake of 836 shares — an estimated $248K sold.

Dakota Wealth Management first reported a position in VIS in Q1 2025 and held it in 3 quarters. The position peaked at $248K in Q3 2025. 568 funds tracked by Wall St. Rank hold VIS as of Q4 2025.

  • Dakota Wealth Management reported no remaining Vanguard Industrials ETF position as of Q4 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 836 Vanguard Industrials ETF shares in Q4 2025, an estimated $248K.
  • Dakota Wealth Management first reported a position in Vanguard Industrials ETF in Q1 2025 and held it in 3 quarters.
  • Dakota Wealth Management's Vanguard Industrials ETF position peaked at $248K in Q3 2025.
  • 568 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2025.

Based on Dakota Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.