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 Q2	$27.4K	Buy	76 +14	+23%	+$4.75K	0.01%	242
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

FWL Investment Management's VIS Position: Q2 2026 in Review

FWL Investment Management increased its Vanguard Industrials ETF (VIS) stake by 23% in Q2 2026, buying an estimated $4.75K and bringing the position to 76 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #242.

FWL Investment Management first reported a position in VIS in Q3 2024 and has held it in 5 quarters since. The position peaked at $64.6K in Q4 2024. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

FWL Investment Management held 76 shares of Vanguard Industrials ETF worth $27.4K as of Q2 2026.
FWL Investment Management bought 14 Vanguard Industrials ETF shares in Q2 2026, an estimated $4.75K.
Vanguard Industrials ETF made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #242 holding.
FWL Investment Management first reported a position in Vanguard Industrials ETF in Q3 2024 and has held it in 5 quarters since.
FWL Investment Management's Vanguard Industrials ETF position peaked at $64.6K in Q4 2024.
626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.