EWM
VIS icon

Elevatus Welath Management’s Vanguard Industrials ETF VIS Stock Holding History

Elevatus Welath 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 		$310K Buy
993
+3
+0.3% +$974 0.16% 103
2025
Q4 		$295K Buy
990
+3
+0.3% +$891 0.08% 119
2025
Q3 		$293K Buy
987
+2
+0.2% +$580 0.08% 96
2025
Q2 		$276K Hold
985
– – 0.09% 88
2025
Q1 		$244K Hold
985
– – 0.14% 86
2024
Q4 		$251K Hold
985
– – 0.09% 83
2024
Q3 		$256K Buy
985
+111
+13% +$27.2K 0.08% 78
2024
Q2 		$206K Hold
874
– – 0.08% 103
2024
Q1 		$213K Buy
+874
New +$199K 0.08% 90

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