EW
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Evoke Wealth’s Vanguard Industrials ETF VIS Stock Holding History

Evoke Wealth’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 		$1.63M Buy
5,222
+43
+0.8% +$14K 0.03% 207
2025
Q4 		$1.55M Buy
5,179
+3,439
+198% +$1.02M 0.03% 222
2025
Q3 		$516K Hold
1,740
– – 0.01% 351
2025
Q2 		$487K Hold
1,740
– – 0.01% 355
2025
Q1 		$431K Hold
1,740
– – 0.01% 289
2024
Q4 		$443K Hold
1,740
– – 0.01% 283
2024
Q3 		$454K Buy
+1,740
New +$426K 0.01% 268
2024
Q2 		– Sell
-1,740
Closed -$425K – 379
2024
Q1 		$425K Buy
+1,740
New +$395K 0.01% 279
2023
Q4 		– Sell
-6,389
Closed -$1.25M – 348
2023
Q3 		$1.25M Hold
6,389
– – 0.04% 160
2023
Q2 		$1.32M Hold
6,389
– – 0.05% 143
2023
Q1 		$1.22M Hold
6,389
– – 0.04% 143
2022
Q4 		$1.17M Sell
6,389
-612
-9% -$109K 0.04% 147
2022
Q3 		$1.11M Hold
7,001
– – 0.04% 144
2022
Q2 		$1.14M Hold
7,001
– – 0.04% 150
2022
Q1 		$1.36M Buy
7,001
+4,649
+198% +$894K 0.04% 147
2021
Q4 		$477K Hold
2,352
– – 0.02% 248
2021
Q3 		$443K Hold
2,352
– – 0.02% 244
2021
Q2 		$462K Sell
2,352
-30
-1% -$5.9K 0.02% 245
2021
Q1 		$451K Buy
2,382
+30
+1% +$5.34K 0.02% 228
2020
Q4 		$400K Hold
2,352
– – 0.03% 168
2020
Q3 		$340K Hold
2,352
– – 0.03% 166
2020
Q2 		$306K Sell
2,352
-129
-5% -$15.7K 0.03% 151
2020
Q1 		$274K Buy
+2,481
New +$352K 0.04% 147
2019
Q4 		– Sell
-2,384
Closed -$350K – 1471
2019
Q3 		$350K Buy
+2,384
New +$344K 0.04% 179

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

Evoke Wealth's VIS Position: Q1 2026 in Review

Evoke Wealth increased its Vanguard Industrials ETF (VIS) stake by 0.83% in Q1 2026, buying an estimated $14K and bringing the position to 5,222 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #207.

Evoke Wealth first reported a position in VIS in Q3 2019 and has held it in 24 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Evoke Wealth held 5,222 shares of Vanguard Industrials ETF worth $1.63M as of Q1 2026.
  • Evoke Wealth bought 43 Vanguard Industrials ETF shares in Q1 2026, an estimated $14K.
  • Vanguard Industrials ETF made up 0.03% of Evoke Wealth's portfolio in Q1 2026, its #207 holding.
  • Evoke Wealth first reported a position in Vanguard Industrials ETF in Q3 2019 and has held it in 24 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.