Krilogy Financial’s Vanguard Industrials ETF VIS Stock Holding History

Krilogy Financial’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	$225K	Sell	678 -160	-19%	-$52K	0.01%	858
2025 Q4	$268K	Sell	838 -446	-35%	-$132K	0.01%	773
2025 Q3	$381K	Buy	+1,284	New	+$372K	0.01%	606
2018 Q4	–	Sell	-332	Closed	-$49K	–	660
2018 Q3	$49K	Buy	+332	New	+$47.9K	0.01%	316
2018 Q2	–	Sell	-374	Closed	-$52K	–	614
2018 Q1	$52K	Buy	374 +1	+0.3%	+$144	0.01%	322
2017 Q4	$53K	Buy	373 +3	+0.8%	+$412	0.01%	313
2017 Q3	$50K	Buy	370 +1	+0.3%	+$129	0.01%	341
2017 Q2	$47K	Buy	369 +1	+0.3%	+$126	0.01%	314
2017 Q1	$44K	Hold	368	–	–	0.01%	301
2016 Q4	$44K	Buy	368 +2	+0.5%	+$230	0.01%	301
2016 Q3	$41K	Buy	366 +2	+0.5%	+$221	0.01%	325
2016 Q2	$39K	Buy	364 +319	+709%	+$33.7K	0.01%	346
2016 Q1	$5K	Hold	45	–	–	﹤0.01%	540
2015 Q4	$5K	Hold	45	–	–	﹤0.01%	324
2015 Q3	$4K	Buy	+45	New	+$4.57K	﹤0.01%	494

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

Krilogy Financial's VIS Position: Q1 2026 in Review

Krilogy Financial reduced its Vanguard Industrials ETF (VIS) stake by 19% in Q1 2026, selling an estimated $52K and leaving 678 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #858.

Krilogy Financial first reported a position in VIS in Q3 2015 and has held it in 15 quarters since. The position peaked at $381K in Q3 2025. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Krilogy Financial held 678 shares of Vanguard Industrials ETF worth $225K as of Q1 2026.
Krilogy Financial sold 160 Vanguard Industrials ETF shares in Q1 2026, an estimated $52K.
Vanguard Industrials ETF made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #858 holding.
Krilogy Financial first reported a position in Vanguard Industrials ETF in Q3 2015 and has held it in 15 quarters since.
Krilogy Financial's Vanguard Industrials ETF position peaked at $381K in Q3 2025.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.