KDK Private Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

KDK Private 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	$267K	Buy	854 +1	+0.1%	+$325	0.24%	49
2025 Q4	$255K	Sell	853 -139	-14%	-$41.3K	0.22%	64
2025 Q3	$294K	Sell	992 -103	-9%	-$29.8K	0.3%	42
2025 Q2	$307K	Sell	1,095 -58	-5%	-$15K	0.33%	42
2025 Q1	$285K	Sell	1,153 -4	-0.3%	-$1.03K	0.33%	40
2024 Q4	$294K	Buy	+1,157	New	+$308K	0.31%	40

Other funds holding VIS

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

KDK Private Wealth Management's VIS Position: Q1 2026 in Review

KDK Private Wealth Management increased its Vanguard Industrials ETF (VIS) stake by 0.12% in Q1 2026, buying an estimated $325 and bringing the position to 854 shares worth $267K. The position accounts for 0.24% of the portfolio, ranked #49.

KDK Private Wealth Management first reported a position in VIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $307K in Q2 2025. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

KDK Private Wealth Management held 854 shares of Vanguard Industrials ETF worth $267K as of Q1 2026.
KDK Private Wealth Management bought 1 Vanguard Industrials ETF share in Q1 2026, an estimated $325.
Vanguard Industrials ETF made up 0.24% of KDK Private Wealth Management's portfolio in Q1 2026, its #49 holding.
KDK Private Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2024 and has held it in 6 quarters since.
KDK Private Wealth Management's Vanguard Industrials ETF position peaked at $307K in Q2 2025.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.