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Howe & Rusling’s Vanguard Industrials ETF VIS Stock Holding History

Howe & Rusling’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 		$156K Buy
+501
New +$163K 0.01% 309
2025
Q1 		– Sell
-23
Closed -$5.85K – 475
2024
Q4 		$5.85K Buy
+23
New +$6.12K ﹤0.01% 382
2024
Q1 		– Sell
-65
Closed -$14.3K – 420
2023
Q4 		$14.3K Buy
+65
New +$13.1K ﹤0.01% 315
2018
Q3 		– Sell
-105
Closed -$14K – 907
2018
Q2 		$14K Sell
105
-451
-81% -$62.9K ﹤0.01% 413
2018
Q1 		$77K Buy
+556
New +$80.1K 0.01% 235

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

Howe & Rusling's VIS Position: Q1 2026 in Review

Howe & Rusling opened a new position in Vanguard Industrials ETF (VIS) in Q1 2026: 501 shares worth $156K. The stake represents 0.01% of the portfolio and ranks #309 among its holdings. This is a return to the name: Howe & Rusling previously reported a position in VIS as recently as Q4 2024.

Howe & Rusling first reported a position in VIS in Q1 2018 and has held it in 5 quarters since. 597 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Howe & Rusling held 501 shares of Vanguard Industrials ETF worth $156K as of Q1 2026.
  • Vanguard Industrials ETF was a new Howe & Rusling position in Q1 2026.
  • Vanguard Industrials ETF made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #309 holding.
  • Howe & Rusling first reported a position in Vanguard Industrials ETF in Q1 2018 and has held it in 5 quarters since.
  • 597 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.