GeoWealth Management’s Vanguard Industrials ETF VIS Stock Holding History

GeoWealth 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
2025 Q3	–	Sell	-17	Closed	-$4.76K	–	1225
2025 Q2	$4.76K	Sell	17 -2	-11%	-$517	﹤0.01%	1149
2025 Q1	$4.7K	Buy	19 +7	+58%	+$1.81K	﹤0.01%	1016
2024 Q4	$3.05K	Sell	12 -2,463	-100%	-$655K	﹤0.01%	1609
2024 Q3	$644K	Sell	2,475 -11	-0.4%	-$2.69K	0.02%	416
2024 Q2	$585K	Hold	2,486	–	–	0.03%	392
2024 Q1	$607K	Buy	2,486 +23	+0.9%	+$5.22K	0.02%	394
2023 Q4	$543K	Buy	+2,463	New	+$496K	0.04%	317
2022 Q1	–	Sell	-549	Closed	-$113K	–	429
2021 Q4	$113K	Sell	549 -972	-64%	-$194K	0.01%	302
2021 Q3	$286K	Buy	+1,521	New	+$298K	0.02%	269

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

PCH

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GeoWealth Management's VIS Position: Q3 2025 in Review

GeoWealth Management sold out of Vanguard Industrials ETF (VIS) in Q3 2025, closing a stake of 17 shares — an estimated $4.76K sold.

GeoWealth Management first reported a position in VIS in Q3 2021 and held it in 9 quarters. The position peaked at $644K in Q3 2024. 520 funds tracked by Wall St. Rank hold VIS as of Q3 2025.

GeoWealth Management reported no remaining Vanguard Industrials ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 17 Vanguard Industrials ETF shares in Q3 2025, an estimated $4.76K.
GeoWealth Management first reported a position in Vanguard Industrials ETF in Q3 2021 and held it in 9 quarters.
GeoWealth Management's Vanguard Industrials ETF position peaked at $644K in Q3 2024.
520 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.