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Financial Consulate’s Vanguard Industrials ETF VIS Stock Holding History

Financial Consulate’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 		$517K Hold
1,656
– – 0.06% 78
2025
Q4 		$494K Buy
1,656
+82
+5% +$24.3K 0.07% 86
2025
Q3 		$466K Sell
1,574
-175
-10% -$50.7K 0.07% 99
2025
Q2 		$490K Buy
+1,749
New +$452K 0.1% 34
2025
Q1 		– Sell
-1,634
Closed -$416K – 36
2024
Q4 		$416K Hold
1,634
– – 0.11% 31
2024
Q3 		$425K Hold
1,634
– – 0.11% 31
2024
Q2 		$384K Hold
1,634
– – 0.11% 30
2024
Q1 		$399K Hold
1,634
– – 0.12% 31
2023
Q4 		$360K Hold
1,634
– – 0.12% 31
2023
Q3 		$319K Buy
+1,634
New +$335K 0.14% 33
2023
Q2 		– Sell
-1,634
Closed -$311K – 114
2023
Q1 		$311K Hold
1,634
– – 0.11% 96
2022
Q4 		$298K Hold
1,634
– – 0.1% 107
2022
Q3 		$257K Hold
1,634
– – 0.11% 100
2022
Q2 		$267K Hold
1,634
– – 0.13% 103
2022
Q1 		$318K Hold
1,634
– – 0.12% 94
2021
Q4 		$332K Hold
1,634
– – 0.12% 97
2021
Q3 		$307K Hold
1,634
– – 0.11% 100
2021
Q2 		$321K Hold
1,634
– – 0.12% 89
2021
Q1 		$309K Hold
1,634
– – 0.13% 85
2020
Q4 		$278K Hold
1,634
– – 0.12% 85
2020
Q3 		$237K Hold
1,634
– – 0.11% 86
2020
Q2 		$212K Buy
+1,634
New +$199K 0.11% 89
2020
Q1 		– Sell
-1,842
Closed -$283K – 107
2019
Q4 		$283K Buy
+1,842
New +$277K 0.13% 82

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

Financial Consulate's VIS Position: Q1 2026 in Review

Financial Consulate held its Vanguard Industrials ETF (VIS) position steady in Q1 2026 at 1,656 shares worth $517K. The position accounts for 0.06% of the portfolio, ranked #78.

Financial Consulate first reported a position in VIS in Q4 2019 and has held it in 23 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Financial Consulate held 1,656 shares of Vanguard Industrials ETF worth $517K as of Q1 2026.
  • Financial Consulate left its Vanguard Industrials ETF share count unchanged in Q1 2026.
  • Vanguard Industrials ETF made up 0.06% of Financial Consulate's portfolio in Q1 2026, its #78 holding.
  • Financial Consulate first reported a position in Vanguard Industrials ETF in Q4 2019 and has held it in 23 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.