Holistic Financial Partners’s Vanguard Industrials ETF VIS Stock Holding History

Holistic Financial Partners’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	$202K	Buy	+646	New	+$210K	0.08%	142

Other funds holding VIS

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Holistic Financial Partners's VIS Position: Q1 2026 in Review

Holistic Financial Partners opened a new position in Vanguard Industrials ETF (VIS) in Q1 2026: 646 shares worth $202K. The stake represents 0.08% of the portfolio and ranks #142 among its holdings.

596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Holistic Financial Partners held 646 shares of Vanguard Industrials ETF worth $202K as of Q1 2026.
Vanguard Industrials ETF was a new Holistic Financial Partners position in Q1 2026.
Vanguard Industrials ETF made up 0.08% of Holistic Financial Partners's portfolio in Q1 2026, its #142 holding.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.