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 Q2	$631K	Sell	1,752 -470	-21%	-$159K	﹤0.01%	930
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 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

EP Wealth Advisors's VIS Position: Q2 2026 in Review

EP Wealth Advisors reduced its Vanguard Industrials ETF (VIS) stake by 21% in Q2 2026, selling an estimated $159K and leaving 1,752 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

EP Wealth Advisors first reported a position in VIS in Q2 2019 and has held it in 8 quarters since. The position peaked at $694K in Q1 2026. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

EP Wealth Advisors held 1,752 shares of Vanguard Industrials ETF worth $631K as of Q2 2026.
EP Wealth Advisors sold 470 Vanguard Industrials ETF shares in Q2 2026, an estimated $159K.
Vanguard Industrials ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #930 holding.
EP Wealth Advisors first reported a position in Vanguard Industrials ETF in Q2 2019 and has held it in 8 quarters since.
EP Wealth Advisors's Vanguard Industrials ETF position peaked at $694K in Q1 2026.
621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.