LWM
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Laidlaw Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Laidlaw 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
2025
Q1 		– Sell
-7,342
Closed -$1.87M – 159
2024
Q4 		$1.87M Buy
7,342
+132
+2% +$35.1K 0.81% 35
2024
Q3 		$1.88M Buy
7,210
+34
+0.5% +$8.33K 0.93% 27
2024
Q2 		$1.69M Sell
7,176
-37
-0.5% -$8.81K 0.93% 29
2024
Q1 		$1.76M Sell
7,213
-92
-1% -$20.9K 0.98% 27
2023
Q4 		$1.61M Sell
7,305
-206
-3% -$41.5K 0.59% 43
2023
Q3 		$1.46M Sell
7,511
-1,702
-18% -$349K 0.48% 59
2023
Q2 		$1.89M Sell
9,213
-311
-3% -$59.5K 0.37% 70
2023
Q1 		$1.81M Sell
9,524
-1,337
-12% -$254K 0.37% 72
2022
Q4 		$1.98M Buy
10,861
+812
+8% +$145K 0.43% 66
2022
Q3 		$1.58M Buy
10,049
+4,361
+77% +$759K 0.37% 79
2022
Q2 		$929K Buy
5,688
+2,549
+81% +$451K 0.19% 130
2022
Q1 		$610K Sell
3,139
-1,943
-38% -$374K 0.1% 193
2021
Q4 		$1.03M Buy
5,082
+520
+11% +$104K 0.16% 142
2021
Q3 		$857K Sell
4,562
-1,227
-21% -$241K 0.22% 103
2021
Q2 		$1.14M Buy
5,789
+1,215
+27% +$239K 0.29% 87
2021
Q1 		$866K Buy
4,574
+1,478
+48% +$263K 0.3% 89
2020
Q4 		$526K Buy
3,096
+772
+33% +$124K 0.11% 184
2020
Q3 		$336K Buy
2,324
+256
+12% +$36.1K 0.15% 141
2020
Q2 		$269K Buy
2,068
+49
+2% +$5.98K 0.14% 141
2020
Q1 		$223K Sell
2,019
-3,459
-63% -$491K 0.15% 135
2019
Q4 		$843K Buy
+5,478
New +$824K 0.53% 65

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Laidlaw Wealth Management's VIS Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q1 2025, closing a stake of 7,342 shares — an estimated $1.87M sold.

Laidlaw Wealth Management first reported a position in VIS in Q4 2019 and held it in 21 quarters. The position peaked at $1.98M in Q4 2022. 485 funds tracked by Wall St. Rank hold VIS as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Vanguard Industrials ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 7,342 Vanguard Industrials ETF shares in Q1 2025, an estimated $1.87M.
  • Laidlaw Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2019 and held it in 21 quarters.
  • Laidlaw Wealth Management's Vanguard Industrials ETF position peaked at $1.98M in Q4 2022.
  • 485 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.