Jordan Park Group’s Vanguard Industrials ETF VIS Stock Holding History

Jordan Park Group’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
2025 Q3	–	Sell	-2,225	Closed	-$623K	–	73
2025 Q2	$623K	Hold	2,225	–	–	0.04%	52
2025 Q1	$551K	Hold	2,225	–	–	0.04%	56
2024 Q4	$566K	Buy	+2,225	New	+$592K	0.04%	58

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jordan Park Group's VIS Position: Q3 2025 in Review

Jordan Park Group sold out of Vanguard Industrials ETF (VIS) in Q3 2025, closing a stake of 2,225 shares — an estimated $623K sold.

Jordan Park Group first reported a position in VIS in Q4 2024 and held it in 3 quarters. The position peaked at $623K in Q2 2025. 520 funds tracked by Wall St. Rank hold VIS as of Q3 2025.

Jordan Park Group reported no remaining Vanguard Industrials ETF position as of Q3 2025 after selling out during the quarter.
Jordan Park Group sold 2,225 Vanguard Industrials ETF shares in Q3 2025, an estimated $623K.
Jordan Park Group first reported a position in Vanguard Industrials ETF in Q4 2024 and held it in 3 quarters.
Jordan Park Group's Vanguard Industrials ETF position peaked at $623K in Q2 2025.
520 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2025.

Based on Jordan Park Group's 13F filing for Q3 2025, filed 3 Nov 2025.