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 Q2	$17.7K	Sell	49 -452	-90%	-$153K	﹤0.01%	420
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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Howe & Rusling's VIS Position: Q2 2026 in Review

Howe & Rusling reduced its Vanguard Industrials ETF (VIS) stake by 90% in Q2 2026, selling an estimated $153K and leaving 49 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Howe & Rusling first reported a position in VIS in Q1 2018 and has held it in 6 quarters since. The position peaked at $156K in Q1 2026. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Howe & Rusling held 49 shares of Vanguard Industrials ETF worth $17.7K as of Q2 2026.
Howe & Rusling sold 452 Vanguard Industrials ETF shares in Q2 2026, an estimated $153K.
Vanguard Industrials ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #420 holding.
Howe & Rusling first reported a position in Vanguard Industrials ETF in Q1 2018 and has held it in 6 quarters since.
Howe & Rusling's Vanguard Industrials ETF position peaked at $156K in Q1 2026.
626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.