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 Q2	$358K	Buy	995 +2	+0.2%	+$678	0.09%	159
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 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 $1.59B AUM 11.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Elevatus Welath Management's VIS Position: Q2 2026 in Review

Elevatus Welath Management increased its Vanguard Industrials ETF (VIS) stake by 0.2% in Q2 2026, buying an estimated $678 and bringing the position to 995 shares worth $358K. The position accounts for 0.09% of the portfolio, ranked #159.

Elevatus Welath Management first reported a position in VIS in Q1 2024 and has held it in 10 quarters since. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Elevatus Welath Management held 995 shares of Vanguard Industrials ETF worth $358K as of Q2 2026.
Elevatus Welath Management bought 2 Vanguard Industrials ETF shares in Q2 2026, an estimated $678.
Vanguard Industrials ETF made up 0.09% of Elevatus Welath Management's portfolio in Q2 2026, its #159 holding.
Elevatus Welath Management first reported a position in Vanguard Industrials ETF in Q1 2024 and has held it in 10 quarters since.
626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.