Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Vanguard Industrials ETF VIS Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-4,934
Closed -$1.46M – 1291
2025
Q3 		$1.46M Sell
4,934
-54
-1% -$15.6K 0.01% 740
2025
Q2 		$1.4M Sell
4,988
-53
-1% -$13.7K 0.01% 717
2025
Q1 		$1.25M Sell
5,041
-139
-3% -$36K 0.01% 687
2024
Q4 		$1.32M Sell
5,180
-280
-5% -$74.5K 0.01% 659
2024
Q3 		$1.36M Buy
5,460
+369
+7% +$90.4K 0.01% 558
2024
Q2 		$1.2M Sell
5,091
-587
-10% -$140K 0.01% 501
2024
Q1 		$1.39M Sell
5,678
-884
-13% -$201K 0.02% 353
2023
Q4 		$1.45M Sell
6,562
-341
-5% -$68.7K 0.02% 254
2023
Q3 		$1.35M Sell
6,903
-534
-7% -$110K 0.02% 255
2023
Q2 		$1.53M Sell
7,437
-5,633
-43% -$1.08M 0.02% 261
2023
Q1 		$2.49M Sell
13,070
-92
-0.7% -$17.5K 0.04% 224
2022
Q4 		$2.4M Sell
13,162
-254
-2% -$45.4K 0.05% 218
2022
Q3 		$2.11M Sell
13,416
-699
-5% -$122K 0.05% 219
2022
Q2 		$2.31M Sell
14,115
-8,612
-38% -$1.52M 0.05% 217
2022
Q1 		$4.42M Sell
22,727
-15,068
-40% -$2.9M 0.08% 178
2021
Q4 		$6.42M Buy
37,795
+7,035
+23% +$1.41M 0.15% 100
2021
Q3 		$5.78M Sell
30,760
-8,307
-21% -$1.63M 0.12% 130
2021
Q2 		$7.67M Buy
39,067
+3,794
+11% +$746K 0.15% 104
2021
Q1 		$6.68M Sell
35,273
-2,397
-6% -$427K 0.16% 102
2020
Q4 		$6.4M Sell
37,670
-3,310
-8% -$530K 0.16% 97
2020
Q3 		$5.93M Buy
40,980
+565
+1% +$79.7K 0.17% 96
2020
Q2 		$5.25M Sell
40,415
-542
-1% -$66.1K 0.16% 99
2020
Q1 		$4.52M Buy
40,957
+11,892
+41% +$1.69M 0.16% 100
2019
Q4 		$4.47M Buy
29,065
+1,700
+6% +$256K 0.13% 116
2019
Q3 		$4M Buy
27,365
+610
+2% +$88.1K 0.13% 129
2019
Q2 		$3.9M Buy
26,755
+43
+0.2% +$6.13K 0.12% 125
2019
Q1 		$3.74M Buy
+26,712
New +$3.61M 0.12% 130

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Kovitz Investment Group Partners's VIS Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Industrials ETF (VIS) in Q4 2025, closing a stake of 4,934 shares — an estimated $1.46M sold.

Kovitz Investment Group Partners first reported a position in VIS in Q1 2019 and held it in 27 quarters. The position peaked at $7.67M in Q2 2021. 570 funds tracked by Wall St. Rank hold VIS as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard Industrials ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 4,934 Vanguard Industrials ETF shares in Q4 2025, an estimated $1.46M.
  • Kovitz Investment Group Partners first reported a position in Vanguard Industrials ETF in Q1 2019 and held it in 27 quarters.
  • Kovitz Investment Group Partners's Vanguard Industrials ETF position peaked at $7.67M in Q2 2021.
  • 570 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.