FFA
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Founders Financial Alliance’s Vanguard Industrials ETF VIS Stock Holding History

Founders Financial Alliance’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 		$65K Buy
208
+101
+94% +$32.8K 0.01% 491
2025
Q4 		$31.8K Sell
107
-101
-49% -$30K 0.01% 455
2025
Q3 		$61.4K Buy
208
+102
+96% +$29.6K 0.01% 478
2025
Q2 		$29.8K Sell
106
-100
-49% -$25.8K 0.01% 416
2025
Q1 		$51.1K Buy
206
+100
+94% +$25.9K 0.01% 439
2024
Q4 		$27K Hold
106
– – 0.01% 423
2024
Q3 		$27.5K Buy
106
+1
+1% +$245 0.01% 431
2024
Q2 		$24.8K Hold
105
– – 0.01% 424
2024
Q1 		$25.8K Hold
105
– – 0.01% 427
2023
Q4 		$23.2K Hold
105
– – 0.01% 393
2023
Q3 		$20.4K Hold
105
– – 0.01% 382
2023
Q2 		$21.5K Hold
105
– – 0.01% 408
2023
Q1 		$19.9K Hold
105
– – 0.01% 373
2022
Q4 		$19.1K Buy
105
+1
+1% +$179 0.01% 396
2022
Q3 		$16K Sell
104
-275
-73% -$47.9K 0.01% 396
2022
Q2 		$62K Buy
379
+275
+264% +$48.7K 0.03% 313
2022
Q1 		$20K Hold
104
– – 0.01% 363
2021
Q4 		$21K Buy
104
+1
+1% +$200 0.01% 399
2021
Q3 		$19K Hold
103
– – 0.01% 376
2021
Q2 		$21K Hold
103
– – 0.01% 393
2021
Q1 		$21K Buy
+103
New +$18.3K 0.01% 378

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

Founders Financial Alliance's VIS Position: Q1 2026 in Review

Founders Financial Alliance increased its Vanguard Industrials ETF (VIS) stake by 94% in Q1 2026, buying an estimated $32.8K and bringing the position to 208 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #491.

Founders Financial Alliance first reported a position in VIS in Q1 2021 and has held it in 21 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Founders Financial Alliance held 208 shares of Vanguard Industrials ETF worth $65K as of Q1 2026.
  • Founders Financial Alliance bought 101 Vanguard Industrials ETF shares in Q1 2026, an estimated $32.8K.
  • Vanguard Industrials ETF made up 0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #491 holding.
  • Founders Financial Alliance first reported a position in Vanguard Industrials ETF in Q1 2021 and has held it in 21 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.