IWM
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IHT Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

IHT Wealth Management’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 		$422K Buy
1,353
+5
+0.4% +$1.62K 0.01% 886
2025
Q4 		$402K Buy
1,348
+71
+6% +$21.1K 0.01% 852
2025
Q3 		$378K Sell
1,277
-198
-13% -$57.4K 0.01% 833
2025
Q2 		$413K Sell
1,475
-22
-1% -$5.68K 0.01% 767
2025
Q1 		$371K Sell
1,497
-51
-3% -$13.2K 0.01% 775
2024
Q4 		$394K Sell
1,548
-193
-11% -$51.4K 0.01% 760
2024
Q3 		$453K Buy
1,741
+203
+13% +$49.7K 0.01% 750
2024
Q2 		$362K Buy
1,538
+38
+3% +$9.05K 0.01% 738
2024
Q1 		$366K Sell
1,500
-423
-22% -$96.1K 0.01% 727
2023
Q4 		$424K Sell
1,923
-32
-2% -$6.45K 0.02% 656
2023
Q3 		$381K Sell
1,955
-8
-0.4% -$1.64K 0.02% 640
2023
Q2 		$404K Sell
1,963
-161
-8% -$30.8K 0.02% 614
2023
Q1 		$405K Sell
2,124
-360
-14% -$68.4K 0.02% 579
2022
Q4 		$454K Sell
2,484
-28
-1% -$5.01K 0.03% 516
2022
Q3 		$396K Buy
2,512
+544
+28% +$94.7K 0.03% 527
2022
Q2 		$321K Sell
1,968
-9
-0.5% -$1.59K 0.03% 509
2022
Q1 		$385K Sell
1,977
-2,641
-57% -$508K 0.03% 496
2021
Q4 		$937K Buy
4,618
+8
+0.2% +$1.6K 0.07% 276
2021
Q3 		$866K Buy
4,610
+90
+2% +$17.7K 0.07% 277
2021
Q2 		$888K Buy
4,520
+22
+0.5% +$4.33K 0.06% 349
2021
Q1 		$851K Buy
4,498
+43
+1% +$7.66K 0.06% 306
2020
Q4 		$757K Sell
4,455
-13
-0.3% -$2.08K 0.06% 299
2020
Q3 		$647K Buy
4,468
+122
+3% +$17.2K 0.06% 283
2020
Q2 		$565K Sell
4,346
-255
-6% -$31.1K 0.08% 265
2020
Q1 		$507K Sell
4,601
-1,520
-25% -$216K 0.07% 284
2019
Q4 		$942K Buy
6,121
+185
+3% +$27.8K 0.11% 207
2019
Q3 		$867K Buy
5,936
+152
+3% +$22K 0.12% 202
2019
Q2 		$843K Buy
5,784
+311
+6% +$44.4K 0.12% 194
2019
Q1 		$766K Sell
5,473
-124
-2% -$16.8K 0.13% 188
2018
Q4 		$674K Sell
5,597
-4,250
-43% -$563K 0.13% 189
2018
Q3 		$1.46M Buy
9,847
+324
+3% +$46.7K 0.31% 84
2018
Q2 		$1.29M Buy
9,523
+1,208
+15% +$169K 0.33% 79
2018
Q1 		$1.13M Buy
8,315
+232
+3% +$33.4K 0.3% 76
2017
Q4 		$1.18M Buy
8,083
+47
+0.6% +$6.45K 0.31% 82
2017
Q3 		$1.09M Buy
8,036
+2,588
+48% +$335K 0.46% 52
2017
Q2 		$1.11K Buy
5,448
+3,165
+139% +$400K 0.54% 35
2017
Q1 		$281K Buy
2,283
+149
+7% +$18.3K 0.19% 136
2016
Q4 		$256K Buy
+2,134
New +$245K 0.19% 132

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

IHT Wealth Management's VIS Position: Q1 2026 in Review

IHT Wealth Management increased its Vanguard Industrials ETF (VIS) stake by 0.37% in Q1 2026, buying an estimated $1.62K and bringing the position to 1,353 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #886.

IHT Wealth Management first reported a position in VIS in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.46M in Q3 2018. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • IHT Wealth Management held 1,353 shares of Vanguard Industrials ETF worth $422K as of Q1 2026.
  • IHT Wealth Management bought 5 Vanguard Industrials ETF shares in Q1 2026, an estimated $1.62K.
  • Vanguard Industrials ETF made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #886 holding.
  • IHT Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's Vanguard Industrials ETF position peaked at $1.46M in Q3 2018.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.