FFS
VIS icon

Founders Financial Securities’s Vanguard Industrials ETF VIS Stock Holding History

Founders Financial Securities’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 		$644K Sell
1,935
-179
-8% -$58.1K 0.04% 336
2025
Q4 		$631K Buy
2,114
+161
+8% +$47.8K 0.04% 350
2025
Q3 		$579K Sell
1,953
-3
-0.2% -$869 0.04% 323
2025
Q2 		$548K Buy
1,956
+16
+0.8% +$4.13K 0.04% 326
2025
Q1 		$475K Buy
1,940
+69
+4% +$17.9K 0.04% 324
2024
Q4 		$476K Sell
1,871
-93
-5% -$24.7K 0.04% 314
2024
Q3 		$511K Sell
1,964
-147
-7% -$36K 0.05% 269
2024
Q2 		$496K Buy
2,111
+41
+2% +$9.77K 0.05% 290
2024
Q1 		$505K Buy
2,070
+213
+11% +$48.4K 0.05% 260
2023
Q4 		$409K Sell
1,857
-2,818
-60% -$568K 0.05% 271
2023
Q3 		$912K Buy
4,675
+3,011
+181% +$618K 0.12% 149
2023
Q2 		$342K Buy
1,664
+51
+3% +$9.75K 0.05% 248
2023
Q1 		$307K Sell
1,613
-45
-3% -$8.55K 0.04% 257
2022
Q4 		$303K Buy
1,658
+114
+7% +$20.4K 0.05% 256
2022
Q3 		$243K Buy
+1,544
New +$269K 0.04% 263

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 Securities's VIS Position: Q1 2026 in Review

Founders Financial Securities reduced its Vanguard Industrials ETF (VIS) stake by 8.5% in Q1 2026, selling an estimated $58.1K and leaving 1,935 shares worth $644K. The position accounts for 0.04% of the portfolio, ranked #336.

Founders Financial Securities first reported a position in VIS in Q3 2022 and has held it in 15 quarters since. The position peaked at $912K in Q3 2023. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Founders Financial Securities held 1,935 shares of Vanguard Industrials ETF worth $644K as of Q1 2026.
  • Founders Financial Securities sold 179 Vanguard Industrials ETF shares in Q1 2026, an estimated $58.1K.
  • Vanguard Industrials ETF made up 0.04% of Founders Financial Securities's portfolio in Q1 2026, its #336 holding.
  • Founders Financial Securities first reported a position in Vanguard Industrials ETF in Q3 2022 and has held it in 15 quarters since.
  • Founders Financial Securities's Vanguard Industrials ETF position peaked at $912K in Q3 2023.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.