Grimes & Company’s Vanguard Industrials ETF VIS Stock Holding History

Grimes & Company’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 Q3	$2.09M	Sell	6,514 -5,327	-45%	-$1.82M	0.05%	192
2026 Q2	$4.27M	Sell	11,841 -825	-7%	-$280K	0.09%	136
2026 Q1	$3.95M	Sell	12,666 -399	-3%	-$130K	0.11%	124
2025 Q4	$3.9M	Sell	13,065 -1,176	-8%	-$349K	0.09%	133
2025 Q3	$4.22M	Sell	14,241 -633	-4%	-$183K	0.1%	122
2025 Q2	$4.17M	Buy	+14,874	New	+$3.84M	0.11%	118
2025 Q1	–	Sell	-2,401	Closed	-$611K	–	403
2024 Q4	$611K	Buy	+2,401	New	+$639K	0.02%	233

Other funds holding VIS

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Grimes & Company's VIS Position: Q3 2026 in Review

Grimes & Company reduced its Vanguard Industrials ETF (VIS) stake by 45% in Q3 2026, selling an estimated $1.82M and leaving 6,514 shares worth $2.09M. The position accounts for 0.05% of the portfolio, ranked #192.

Grimes & Company first reported a position in VIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.27M in Q2 2026. 421 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

Grimes & Company held 6,514 shares of Vanguard Industrials ETF worth $2.09M as of Q3 2026.
Grimes & Company sold 5,327 Vanguard Industrials ETF shares in Q3 2026, an estimated $1.82M.
Vanguard Industrials ETF made up 0.05% of Grimes & Company's portfolio in Q3 2026, its #192 holding.
Grimes & Company first reported a position in Vanguard Industrials ETF in Q4 2024 and has held it in 7 quarters since.
Grimes & Company's Vanguard Industrials ETF position peaked at $4.27M in Q2 2026.
421 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Grimes & Company's 13F filing for Q3 2026, filed 29 Oct 2026.