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EP Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

EP Wealth Advisors’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 		$694K Buy
2,222
+341
+18% +$111K ﹤0.01% 768
2025
Q4 		$561K Buy
+1,881
New +$559K ﹤0.01% 828
2025
Q2 		$594K Buy
+2,120
New +$548K ﹤0.01% 723
2024
Q4 		– Sell
-1,206
Closed -$314K – 1325
2024
Q3 		$314K Buy
1,206
+207
+21% +$50.7K ﹤0.01% 839
2024
Q2 		$235K Buy
999
+24
+2% +$5.72K ﹤0.01% 719
2024
Q1 		$238K Buy
+975
New +$221K ﹤0.01% 692
2019
Q3 		– Sell
-2,257
Closed -$329K – 372
2019
Q2 		$329K Buy
+2,257
New +$322K 0.02% 231

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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $377B 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

EP Wealth Advisors's VIS Position: Q1 2026 in Review

EP Wealth Advisors increased its Vanguard Industrials ETF (VIS) stake by 18% in Q1 2026, buying an estimated $111K and bringing the position to 2,222 shares worth $694K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

EP Wealth Advisors first reported a position in VIS in Q2 2019 and has held it in 7 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • EP Wealth Advisors held 2,222 shares of Vanguard Industrials ETF worth $694K as of Q1 2026.
  • EP Wealth Advisors bought 341 Vanguard Industrials ETF shares in Q1 2026, an estimated $111K.
  • Vanguard Industrials ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #768 holding.
  • EP Wealth Advisors first reported a position in Vanguard Industrials ETF in Q2 2019 and has held it in 7 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.