IFWM
VIS icon

Institute for Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Institute for 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 		$878K Buy
2,812
+456
+19% +$148K 0.09% 221
2025
Q4 		$703K Buy
2,356
+174
+8% +$51.7K 0.07% 252
2025
Q3 		$646K Buy
2,182
+150
+7% +$43.5K 0.07% 272
2025
Q2 		$569K Sell
2,032
-811
-29% -$209K 0.06% 287
2025
Q1 		$704K Buy
2,843
+448
+19% +$116K 0.09% 242
2024
Q4 		$609K Buy
2,395
+21
+0.9% +$5.59K 0.08% 254
2024
Q3 		$618K Buy
2,374
+1
+0% +$245 0.08% 256
2024
Q2 		$558K Sell
2,373
-14
-0.6% -$3.33K 0.07% 257
2024
Q1 		$583K Sell
2,387
-51
-2% -$11.6K 0.08% 262
2023
Q4 		$537K Sell
2,438
-289
-11% -$58.2K 0.09% 252
2023
Q3 		$532K Buy
2,727
+42
+2% +$8.62K 0.1% 250
2023
Q2 		$552K Buy
2,685
+24
+0.9% +$4.59K 0.09% 244
2023
Q1 		$507K Sell
2,661
-40
-1% -$7.6K 0.1% 258
2022
Q4 		$493K Sell
2,701
-239
-8% -$42.8K 0.1% 264
2022
Q3 		$463K Buy
+2,940
New +$512K 0.1% 251
2021
Q4 		– Sell
-2,807
Closed -$527K – 507
2021
Q3 		$527K Buy
2,807
+85
+3% +$16.7K 0.09% 262
2021
Q2 		$535K Sell
2,722
-138
-5% -$27.1K 0.09% 263
2021
Q1 		$541K Sell
2,860
-744
-21% -$132K 0.1% 248
2020
Q4 		$613K Buy
3,604
+199
+6% +$31.9K 0.12% 205
2020
Q3 		$493K Sell
3,405
-1,674
-33% -$236K 0.11% 227
2020
Q2 		$660K Buy
5,079
+1,360
+37% +$166K 0.16% 176
2020
Q1 		$410K Sell
3,719
-1,743
-32% -$247K 0.13% 221
2019
Q4 		$841K Buy
+5,462
New +$822K 0.19% 157
2019
Q3 		– Sell
-8,093
Closed -$1.18M – 474
2019
Q2 		$1.18M Buy
8,093
+1,684
+26% +$240K 0.26% 112
2019
Q1 		$901K Buy
6,409
+4,629
+260% +$626K 0.2% 143
2018
Q4 		$214K Buy
+1,780
New +$236K 0.09% 235
2018
Q3 		– Sell
-10,844
Closed -$1.48M – 217
2018
Q2 		$1.48M Buy
10,844
+864
+9% +$121K 0.47% 70
2018
Q1 		$1.36M Buy
9,980
+3,231
+48% +$466K 0.4% 79
2017
Q4 		$961K Buy
6,749
+494
+8% +$67.8K 0.22% 135
2017
Q3 		$840K Sell
6,255
-1,550
-20% -$201K 0.27% 129
2017
Q2 		$1M Buy
+7,805
New +$985K 0.28% 113
2015
Q2 		– Sell
-1,982
Closed -$213K – 37
2015
Q1 		$213K Buy
+1,982
New +$211K 0.23% 32
2014
Q4 		– Sell
-1,439
Closed -$146K – 63
2014
Q3 		$146K Buy
1,439
+14
+1% +$1.44K 0.14% 36
2014
Q2 		$149K Sell
1,425
-382
-21% -$39.1K 0.13% 36
2014
Q1 		$182K Sell
1,807
-307
-15% -$30.3K 0.16% 42
2013
Q4 		$211K Buy
+2,114
New +$200K 0.15% 39

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

Institute for Wealth Management's VIS Position: Q1 2026 in Review

Institute for Wealth Management increased its Vanguard Industrials ETF (VIS) stake by 19% in Q1 2026, buying an estimated $148K and bringing the position to 2,812 shares worth $878K. The position accounts for 0.09% of the portfolio, ranked #221.

Institute for Wealth Management first reported a position in VIS in Q4 2013 and has held it in 36 quarters since. The position peaked at $1.48M in Q2 2018. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Institute for Wealth Management held 2,812 shares of Vanguard Industrials ETF worth $878K as of Q1 2026.
  • Institute for Wealth Management bought 456 Vanguard Industrials ETF shares in Q1 2026, an estimated $148K.
  • Vanguard Industrials ETF made up 0.09% of Institute for Wealth Management's portfolio in Q1 2026, its #221 holding.
  • Institute for Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2013 and has held it in 36 quarters since.
  • Institute for Wealth Management's Vanguard Industrials ETF position peaked at $1.48M in Q2 2018.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.