FCI
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Financial Counselors Inc’s Vanguard Industrials ETF VIS Stock Holding History

Financial Counselors Inc’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
2025
Q2 		– Sell
-942
Closed -$233K – 518
2025
Q1 		$233K Buy
942
+74
+9% +$19.1K ﹤0.01% 551
2024
Q4 		$221K Sell
868
-46
-5% -$12.2K ﹤0.01% 555
2024
Q3 		$238K Hold
914
– – ﹤0.01% 539
2024
Q2 		$215K Sell
914
-159
-15% -$37.9K ﹤0.01% 529
2024
Q1 		$262K Buy
+1,073
New +$244K ﹤0.01% 520

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Counselors Inc's VIS Position: Q2 2025 in Review

Financial Counselors Inc sold out of Vanguard Industrials ETF (VIS) in Q2 2025, closing a stake of 942 shares — an estimated $233K sold.

Financial Counselors Inc first reported a position in VIS in Q1 2024 and held it in 5 quarters. The position peaked at $262K in Q1 2024. 524 funds tracked by Wall St. Rank hold VIS as of Q2 2025.

  • Financial Counselors Inc reported no remaining Vanguard Industrials ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 942 Vanguard Industrials ETF shares in Q2 2025, an estimated $233K.
  • Financial Counselors Inc first reported a position in Vanguard Industrials ETF in Q1 2024 and held it in 5 quarters.
  • Financial Counselors Inc's Vanguard Industrials ETF position peaked at $262K in Q1 2024.
  • 524 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.