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Kestra Private Wealth Services’s Vanguard Industrials ETF VIS Stock Holding History

Kestra Private Wealth Services’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 		$605K Buy
1,937
+178
+10% +$57.8K 0.01% 1102
2025
Q4 		$525K Buy
1,759
+501
+40% +$149K 0.01% 1141
2025
Q3 		$373K Sell
1,258
-29
-2% -$8.4K ﹤0.01% 1243
2025
Q2 		$360K Sell
1,287
-117
-8% -$30.2K 0.01% 1179
2025
Q1 		$348K Sell
1,404
-261
-16% -$67.5K 0.01% 1132
2024
Q4 		$424K Sell
1,665
-118
-7% -$31.4K 0.01% 1003
2024
Q3 		$464K Buy
1,783
+252
+16% +$61.7K 0.01% 908
2024
Q2 		$360K Sell
1,531
-750
-33% -$179K 0.01% 974
2024
Q1 		$557K Sell
2,281
-199
-8% -$45.2K 0.01% 759
2023
Q4 		$547K Sell
2,480
-739
-23% -$149K 0.01% 697
2023
Q3 		$628K Sell
3,219
-101
-3% -$20.7K 0.02% 597
2023
Q2 		$682K Buy
3,320
+201
+6% +$38.4K 0.02% 532
2023
Q1 		$594K Sell
3,119
-508
-14% -$96.5K 0.02% 555
2022
Q4 		$662K Buy
+3,627
New +$649K 0.03% 451

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

Kestra Private Wealth Services's VIS Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Vanguard Industrials ETF (VIS) stake by 10% in Q1 2026, buying an estimated $57.8K and bringing the position to 1,937 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #1102.

Kestra Private Wealth Services first reported a position in VIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $682K in Q2 2023. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Kestra Private Wealth Services held 1,937 shares of Vanguard Industrials ETF worth $605K as of Q1 2026.
  • Kestra Private Wealth Services bought 178 Vanguard Industrials ETF shares in Q1 2026, an estimated $57.8K.
  • Vanguard Industrials ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1102 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard Industrials ETF in Q4 2022 and has held it in 14 quarters since.
  • Kestra Private Wealth Services's Vanguard Industrials ETF position peaked at $682K in Q2 2023.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.