IAA
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Independent Advisor Alliance’s Vanguard Industrials ETF VIS Stock Holding History

Independent Advisor Alliance’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 		$1.15M Buy
+3,678
New +$1.19M 0.01% 760
2025
Q1 		– Sell
-3,719
Closed -$946K – 1346
2024
Q4 		$946K Buy
+3,719
New +$990K 0.01% 744
2017
Q2 		– Sell
-1,672
Closed -$206K – 404
2017
Q1 		$206K Buy
+1,672
New +$206K 0.03% 377

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

Independent Advisor Alliance's VIS Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Vanguard Industrials ETF (VIS) in Q1 2026: 3,678 shares worth $1.15M. The stake represents 0.01% of the portfolio and ranks #760 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in VIS as recently as Q4 2024.

Independent Advisor Alliance first reported a position in VIS in Q1 2017 and has held it in 3 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Independent Advisor Alliance held 3,678 shares of Vanguard Industrials ETF worth $1.15M as of Q1 2026.
  • Vanguard Industrials ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Vanguard Industrials ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #760 holding.
  • Independent Advisor Alliance first reported a position in Vanguard Industrials ETF in Q1 2017 and has held it in 3 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.