FIM
VIS icon

FWL Investment Management’s Vanguard Industrials ETF VIS Stock Holding History

FWL Investment Management’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 		$19.4K Buy
+62
New +$20.1K ﹤0.01% 224
2025
Q2 		– Sell
-89
Closed -$22K – 350
2025
Q1 		$22K Sell
89
-165
-65% -$42.7K 0.01% 187
2024
Q4 		$64.6K Buy
254
+184
+263% +$49K 0.02% 136
2024
Q3 		$18.2K Buy
+70
New +$17.1K 0.01% 194

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

FWL Investment Management's VIS Position: Q1 2026 in Review

FWL Investment Management opened a new position in Vanguard Industrials ETF (VIS) in Q1 2026: 62 shares worth $19.4K. The stake represents ﹤0.01% of the portfolio and ranks #224 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in VIS as recently as Q1 2025.

FWL Investment Management first reported a position in VIS in Q3 2024 and has held it in 4 quarters since. The position peaked at $64.6K in Q4 2024. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • FWL Investment Management held 62 shares of Vanguard Industrials ETF worth $19.4K as of Q1 2026.
  • Vanguard Industrials ETF was a new FWL Investment Management position in Q1 2026.
  • Vanguard Industrials ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q1 2026, its #224 holding.
  • FWL Investment Management first reported a position in Vanguard Industrials ETF in Q3 2024 and has held it in 4 quarters since.
  • FWL Investment Management's Vanguard Industrials ETF position peaked at $64.6K in Q4 2024.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.