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 Q2	$3.4M	Buy	9,447 +2,470	+35%	+$837K	0.12%	45
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 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

Elm Partners Management's VIS Position: Q2 2026 in Review

Elm Partners Management increased its Vanguard Industrials ETF (VIS) stake by 35% in Q2 2026, buying an estimated $837K and bringing the position to 9,447 shares worth $3.4M. The position accounts for 0.12% of the portfolio, ranked #45.

Elm Partners Management first reported a position in VIS in Q1 2022 and has held it in 12 quarters since. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Elm Partners Management held 9,447 shares of Vanguard Industrials ETF worth $3.4M as of Q2 2026.
Elm Partners Management bought 2,470 Vanguard Industrials ETF shares in Q2 2026, an estimated $837K.
Vanguard Industrials ETF made up 0.12% of Elm Partners Management's portfolio in Q2 2026, its #45 holding.
Elm Partners Management first reported a position in Vanguard Industrials ETF in Q1 2022 and has held it in 12 quarters since.
619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.