Envestnet Portfolio Solutions
VIS icon

Envestnet Portfolio Solutions’s Vanguard Industrials ETF VIS Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-1,172
Closed -$350K – 1519
2025
Q4 		$350K Buy
1,172
+13
+1% +$3.86K ﹤0.01% 1207
2025
Q3 		$343K Sell
1,159
-18,196
-94% -$5.27M ﹤0.01% 1184
2025
Q2 		$5.42M Sell
19,355
-8,284
-30% -$2.14M 0.02% 345
2025
Q1 		$6.84M Buy
27,639
+376
+1% +$97.3K 0.03% 293
2024
Q4 		$6.94M Buy
27,263
+51
+0.2% +$13.6K 0.02% 323
2024
Q3 		$7.08M Sell
27,212
-1,950
-7% -$477K 0.02% 316
2024
Q2 		$6.86M Sell
29,162
-1,624
-5% -$387K 0.02% 303
2024
Q1 		$7.52M Buy
30,786
+17,168
+126% +$3.9M 0.03% 291
2023
Q4 		$3M Sell
13,618
-23,657
-63% -$4.77M 0.01% 475
2023
Q3 		$7.27M Buy
+37,275
New +$7.65M 0.03% 230

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