EWM
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Evolution Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Evolution Wealth Management’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 		$11.5K Hold
32
– – 0.01% 557
2026
Q1 		$9.99K Hold
32
– – 0.01% 516
2025
Q4 		$9.55K Sell
32
-12
-27% -$3.56K 0.01% 450
2025
Q3 		$13K Sell
44
-107
-71% -$31K 0.01% 340
2025
Q2 		$42.3K Buy
+151
New +$39K 0.05% 200

Other funds holding VIS

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Evolution Wealth Management's VIS Position: Q2 2026 in Review

Evolution Wealth Management held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 32 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #557.

Evolution Wealth Management first reported a position in VIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $42.3K in Q2 2025. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Evolution Wealth Management held 32 shares of Vanguard Industrials ETF worth $11.5K as of Q2 2026.
  • Evolution Wealth Management left its Vanguard Industrials ETF share count unchanged in Q2 2026.
  • Vanguard Industrials ETF made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #557 holding.
  • Evolution Wealth Management first reported a position in Vanguard Industrials ETF in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Vanguard Industrials ETF position peaked at $42.3K in Q2 2025.
  • 621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.