EPM
VIS icon

Elm Partners Management’s Vanguard Industrials ETF VIS Stock Holding History

Elm Partners 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 		$2.11M Buy
6,977
+95
+1% +$30.8K 0.09% 50
2025
Q4 		$2.05M Buy
6,882
+1,973
+40% +$586K 0.09% 55
2025
Q3 		$1.45M Buy
4,909
+366
+8% +$106K 0.07% 61
2025
Q2 		$1.27M Buy
4,543
+2,386
+111% +$616K 0.07% 50
2025
Q1 		$534K Buy
2,157
+27
+1% +$6.99K 0.03% 45
2024
Q4 		$542K Sell
2,130
-81
-4% -$21.6K 0.04% 49
2024
Q3 		$575K Hold
2,211
– – 0.04% 43
2024
Q2 		$520K Buy
2,211
+769
+53% +$183K 0.04% 46
2024
Q1 		$352K Hold
1,442
– – 0.03% 52
2023
Q4 		$318K Buy
+1,442
New +$291K 0.03% 46
2022
Q2 		– Sell
-161
Closed -$31K – 47
2022
Q1 		$31K Buy
+161
New +$31K ﹤0.01% 43

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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $376B 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