HWM
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HB Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

HB Wealth 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 		$1.68M Sell
5,393
-7
-0.1% -$2.27K 0.01% 477
2025
Q4 		$1.61M Buy
5,400
+1
+0% +$297 0.01% 464
2025
Q3 		$1.6M Buy
5,399
+3,041
+129% +$881K 0.01% 475
2025
Q2 		$661K Sell
2,358
-374
-14% -$96.6K 0.01% 655
2025
Q1 		$676K Sell
2,732
-57
-2% -$14.8K 0.01% 671
2024
Q4 		$710K Buy
2,789
+2
+0.1% +$532 0.01% 506
2024
Q3 		$725K Sell
2,787
-28
-1% -$6.86K 0.01% 471
2024
Q2 		$662K Hold
2,815
– – 0.01% 462
2024
Q1 		$687K Buy
2,815
+26
+0.9% +$5.91K 0.01% 418
2023
Q4 		$615K Sell
2,789
-26
-0.9% -$5.24K 0.01% 406
2023
Q3 		$549K Sell
2,815
-4
-0.1% -$821 0.01% 408
2023
Q2 		$579K Buy
2,819
+14
+0.5% +$2.68K 0.01% 383
2023
Q1 		$534K Buy
2,805
+22
+0.8% +$4.18K 0.01% 402
2022
Q4 		$508K Buy
2,783
+15
+0.5% +$2.68K 0.01% 390
2022
Q3 		$436K Sell
2,768
-140
-5% -$24.4K 0.01% 362
2022
Q2 		$475K Buy
2,908
+1
+0% +$177 0.01% 351
2022
Q1 		$565K Sell
2,907
-1,387
-32% -$267K 0.01% 331
2021
Q4 		$872K Buy
+4,294
New +$858K 0.02% 255

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

HB Wealth Management's VIS Position: Q1 2026 in Review

HB Wealth Management reduced its Vanguard Industrials ETF (VIS) stake by 0.13% in Q1 2026, selling an estimated $2.27K and leaving 5,393 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #477.

HB Wealth Management first reported a position in VIS in Q4 2021 and has held it in 18 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • HB Wealth Management held 5,393 shares of Vanguard Industrials ETF worth $1.68M as of Q1 2026.
  • HB Wealth Management sold 7 Vanguard Industrials ETF shares in Q1 2026, an estimated $2.27K.
  • Vanguard Industrials ETF made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #477 holding.
  • HB Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2021 and has held it in 18 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.