Elevation Wealth Partners’s Vanguard Industrials ETF VIS Stock Holding History

Elevation Wealth Partners’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	$118K	Hold	327	–	–	0.04%	177
2026 Q1	$102K	Buy	327 +1	+0.3%	+$325	0.04%	166
2025 Q4	$97.2K	Buy	326 +1	+0.3%	+$297	0.03%	173
2025 Q3	$96.3K	Buy	325 +1	+0.3%	+$290	0.03%	180
2025 Q2	$90.8K	Hold	324	–	–	0.04%	182
2025 Q1	$80.3K	Buy	324 +1	+0.3%	+$259	0.03%	189
2024 Q4	$82.3K	Buy	323 +2	+0.6%	+$532	0.03%	185
2024 Q3	$83.5K	Hold	321	–	–	0.04%	180
2024 Q2	$75.5K	Sell	321 -31	-9%	-$7.38K	0.04%	182
2024 Q1	$86K	Sell	352 -120	-25%	-$27.3K	0.04%	172
2023 Q4	$92K	Hold	472	–	–	0.06%	159
2023 Q3	$92K	Hold	472	–	–	0.08%	100
2023 Q2	$97K	Hold	472	–	–	0.08%	104
2023 Q1	$89.9K	Buy	+472	New	+$89.7K	0.08%	109

Other funds holding VIS

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Elevation Wealth Partners's VIS Position: Q2 2026 in Review

Elevation Wealth Partners held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 327 shares worth $118K. The position accounts for 0.04% of the portfolio, ranked #177.

Elevation Wealth Partners first reported a position in VIS in Q1 2023 and has held it in 14 quarters since. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Elevation Wealth Partners held 327 shares of Vanguard Industrials ETF worth $118K as of Q2 2026.
Elevation Wealth Partners left its Vanguard Industrials ETF share count unchanged in Q2 2026.
Vanguard Industrials ETF made up 0.04% of Elevation Wealth Partners's portfolio in Q2 2026, its #177 holding.
Elevation Wealth Partners first reported a position in Vanguard Industrials ETF in Q1 2023 and has held it in 14 quarters since.
619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.