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HM Payson & Co’s Vanguard Industrials ETF VIS Stock Holding History

HM Payson & Co’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
Q1 		– Sell
-46
Closed -$11.7K – 1084
2024
Q4 		$11.7K Hold
46
– – ﹤0.01% 828
2024
Q3 		$12K Buy
+46
New +$11.3K ﹤0.01% 823
2023
Q2 		– Sell
-33
Closed -$6.29K – 1059
2023
Q1 		$6.29K Buy
+33
New +$6.27K ﹤0.01% 839

Other funds holding VIS

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HM Payson & Co's VIS Position: Q1 2025 in Review

HM Payson & Co sold out of Vanguard Industrials ETF (VIS) in Q1 2025, closing a stake of 46 shares — an estimated $11.7K sold.

HM Payson & Co first reported a position in VIS in Q1 2023 and held it in 3 quarters. The position peaked at $12K in Q3 2024. 485 funds tracked by Wall St. Rank hold VIS as of Q1 2025.

  • HM Payson & Co reported no remaining Vanguard Industrials ETF position as of Q1 2025 after selling out during the quarter.
  • HM Payson & Co sold 46 Vanguard Industrials ETF shares in Q1 2025, an estimated $11.7K.
  • HM Payson & Co first reported a position in Vanguard Industrials ETF in Q1 2023 and held it in 3 quarters.
  • HM Payson & Co's Vanguard Industrials ETF position peaked at $12K in Q3 2024.
  • 485 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2025.

Based on HM Payson & Co's 13F filing for Q1 2025, filed 29 Apr 2025.