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IEQ Capital’s Vanguard Industrials ETF VIS Stock Holding History

IEQ Capital’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 		$1.19M Sell
3,805
-166
-4% -$53.9K 0.01% 966
2025
Q4 		$1.18M Buy
3,971
+873
+28% +$259K ﹤0.01% 975
2025
Q3 		$918K Buy
3,098
+172
+6% +$49.8K ﹤0.01% 1034
2025
Q2 		$819K Buy
2,926
+607
+26% +$157K 0.01% 930
2025
Q1 		$574K Buy
2,319
+352
+18% +$91.1K ﹤0.01% 921
2024
Q4 		$500K Buy
1,967
+82
+4% +$21.8K ﹤0.01% 848
2024
Q3 		$490K Buy
1,885
+796
+73% +$195K 0.01% 757
2024
Q2 		$256K Buy
1,089
+43
+4% +$10.2K ﹤0.01% 845
2024
Q1 		$255K Buy
1,046
+1
+0.1% +$227 ﹤0.01% 807
2023
Q4 		$230K Buy
+1,045
New +$211K ﹤0.01% 802
2023
Q3 		– Sell
-2,449
Closed -$503K – 970
2023
Q2 		$503K Sell
2,449
-782
-24% -$149K 0.01% 543
2023
Q1 		$616K Buy
3,231
+782
+32% +$149K 0.01% 511
2022
Q4 		$447K Sell
2,449
-46
-2% -$8.23K 0.01% 543
2022
Q3 		$393K Hold
2,495
– – 0.01% 593
2022
Q2 		$408K Hold
2,495
– – 0.01% 522
2022
Q1 		$485K Hold
2,495
– – 0.01% 512
2021
Q4 		$506K Sell
2,495
-762
-23% -$152K 0.01% 452
2021
Q3 		$612K Buy
3,257
+762
+31% +$149K 0.02% 383
2021
Q2 		$490K Buy
+2,495
New +$490K 0.01% 369

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

IEQ Capital's VIS Position: Q1 2026 in Review

IEQ Capital reduced its Vanguard Industrials ETF (VIS) stake by 4.2% in Q1 2026, selling an estimated $53.9K and leaving 3,805 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #966.

IEQ Capital first reported a position in VIS in Q2 2021 and has held it in 19 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • IEQ Capital held 3,805 shares of Vanguard Industrials ETF worth $1.19M as of Q1 2026.
  • IEQ Capital sold 166 Vanguard Industrials ETF shares in Q1 2026, an estimated $53.9K.
  • Vanguard Industrials ETF made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #966 holding.
  • IEQ Capital first reported a position in Vanguard Industrials ETF in Q2 2021 and has held it in 19 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.