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FourThought Financial Partners’s Vanguard Industrials ETF VIS Stock Holding History

FourThought Financial Partners’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 		$235K Hold
753
– – 0.02% 325
2025
Q4 		$225K Hold
753
– – 0.02% 419
2025
Q3 		$223K Hold
753
– – 0.02% 444
2025
Q2 		$211K Buy
+753
New +$194K 0.02% 288

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

FourThought Financial Partners's VIS Position: Q1 2026 in Review

FourThought Financial Partners held its Vanguard Industrials ETF (VIS) position steady in Q1 2026 at 753 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #325.

FourThought Financial Partners first reported a position in VIS in Q2 2025 and has held it in 4 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • FourThought Financial Partners held 753 shares of Vanguard Industrials ETF worth $235K as of Q1 2026.
  • FourThought Financial Partners left its Vanguard Industrials ETF share count unchanged in Q1 2026.
  • Vanguard Industrials ETF made up 0.02% of FourThought Financial Partners's portfolio in Q1 2026, its #325 holding.
  • FourThought Financial Partners first reported a position in Vanguard Industrials ETF in Q2 2025 and has held it in 4 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.