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 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Envestnet Portfolio Solutions's VIS Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Vanguard Industrials ETF (VIS) in Q1 2026, closing a stake of 1,172 shares — an estimated $350K sold.

Envestnet Portfolio Solutions first reported a position in VIS in Q3 2023 and held it in 10 quarters. The position peaked at $7.52M in Q1 2024. 599 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining Vanguard Industrials ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 1,172 Vanguard Industrials ETF shares in Q1 2026, an estimated $350K.
Envestnet Portfolio Solutions first reported a position in Vanguard Industrials ETF in Q3 2023 and held it in 10 quarters.
Envestnet Portfolio Solutions's Vanguard Industrials ETF position peaked at $7.52M in Q1 2024.
599 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.