Horizon Family Wealth’s Vanguard Industrials ETF VIS Stock Holding History

Horizon Family Wealth’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	$497K	Buy	1,592 +7	+0.4%	+$2.27K	0.26%	59
2025 Q4	$473K	Buy	1,585 +5	+0.3%	+$1.49K	0.25%	60
2025 Q3	$468K	Buy	1,580 +6	+0.4%	+$1.74K	0.27%	55
2025 Q2	$441K	Sell	1,574 -670	-30%	-$173K	0.27%	53
2025 Q1	$555K	Buy	2,244 +801	+56%	+$207K	0.37%	39
2024 Q4	$367K	Sell	1,443 -94	-6%	-$25K	0.24%	57
2024 Q3	$400K	Buy	1,537 +134	+10%	+$32.8K	0.29%	46
2024 Q2	$330K	Sell	1,403 -21	-1%	-$5K	0.25%	53
2024 Q1	$348K	Buy	+1,424	New	+$323K	0.27%	49

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

Horizon Family Wealth's VIS Position: Q1 2026 in Review

Horizon Family Wealth increased its Vanguard Industrials ETF (VIS) stake by 0.44% in Q1 2026, buying an estimated $2.27K and bringing the position to 1,592 shares worth $497K. The position accounts for 0.26% of the portfolio, ranked #59.

Horizon Family Wealth first reported a position in VIS in Q1 2024 and has held it in 9 quarters since. The position peaked at $555K in Q1 2025. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Horizon Family Wealth held 1,592 shares of Vanguard Industrials ETF worth $497K as of Q1 2026.
Horizon Family Wealth bought 7 Vanguard Industrials ETF shares in Q1 2026, an estimated $2.27K.
Vanguard Industrials ETF made up 0.26% of Horizon Family Wealth's portfolio in Q1 2026, its #59 holding.
Horizon Family Wealth first reported a position in Vanguard Industrials ETF in Q1 2024 and has held it in 9 quarters since.
Horizon Family Wealth's Vanguard Industrials ETF position peaked at $555K in Q1 2025.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.