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FullCircle Wealth’s Vanguard Industrials ETF VIS Stock Holding History

FullCircle Wealth’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
Q3 		$1.4M Buy
4,756
+74
+2% +$21.4K 0.49% 65
2025
Q2 		$1.35M Buy
4,682
+315
+7% +$81.4K 0.5% 58
2025
Q1 		$1.07M Buy
+4,367
New +$1.13M 0.44% 78

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FullCircle Wealth's VIS Position: Q3 2025 in Review

FullCircle Wealth increased its Vanguard Industrials ETF (VIS) stake by 1.6% in Q3 2025, buying an estimated $21.4K and bringing the position to 4,756 shares worth $1.4M. The position accounts for 0.49% of the portfolio, ranked #65.

FullCircle Wealth first reported a position in VIS in Q1 2025 and has held it in 3 quarters since. 520 funds tracked by Wall St. Rank hold VIS as of Q3 2025.

  • FullCircle Wealth held 4,756 shares of Vanguard Industrials ETF worth $1.4M as of Q3 2025.
  • FullCircle Wealth bought 74 Vanguard Industrials ETF shares in Q3 2025, an estimated $21.4K.
  • Vanguard Industrials ETF made up 0.49% of FullCircle Wealth's portfolio in Q3 2025, its #65 holding.
  • FullCircle Wealth first reported a position in Vanguard Industrials ETF in Q1 2025 and has held it in 3 quarters since.
  • 520 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.