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Lake Street Private Wealth’s Vanguard Industrials ETF VIS Stock Holding History

Lake Street Private Wealth’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 		$430K Buy
1,378
+14
+1% +$4.55K 0.05% 183
2025
Q4 		$407K Buy
1,364
+35
+3% +$10.4K 0.05% 197
2025
Q3 		$394K Buy
1,329
+3
+0.2% +$869 0.05% 197
2025
Q2 		$372K Buy
1,326
+1
+0.1% +$258 0.05% 194
2025
Q1 		$328K Buy
1,325
+3
+0.2% +$776 0.05% 190
2024
Q4 		$336K Sell
1,322
-32
-2% -$8.52K 0.05% 182
2024
Q3 		$352K Buy
1,354
+3
+0.2% +$735 0.06% 199
2024
Q2 		$318K Hold
1,351
– – 0.04% 259
2024
Q1 		$330K Buy
1,351
+2
+0.1% +$454 0.05% 255
2023
Q4 		$297K Buy
1,349
+8
+0.6% +$1.61K 0.05% 253
2023
Q3 		$263K Buy
1,341
+4
+0.3% +$821 0.05% 239
2023
Q2 		$275K Hold
1,337
– – 0.05% 238
2023
Q1 		$255K Buy
1,337
+3
+0.2% +$570 0.05% 243
2022
Q4 		$244K Buy
1,334
+4
+0.3% +$716 0.05% 239
2022
Q3 		$210K Hold
1,330
– – 0.05% 257
2022
Q2 		$217K Hold
1,330
– – 0.05% 268
2022
Q1 		$259K Hold
1,330
– – 0.05% 273
2021
Q4 		$270K Hold
1,330
– – 0.05% 271
2021
Q3 		$250K Hold
1,330
– – 0.06% 197
2021
Q2 		$263K Sell
1,330
-41
-3% -$8.06K 0.07% 182
2021
Q1 		$259K Buy
1,371
+8
+0.6% +$1.42K 0.07% 182
2020
Q4 		$232K Buy
+1,363
New +$218K 0.07% 182

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

Lake Street Private Wealth's VIS Position: Q1 2026 in Review

Lake Street Private Wealth increased its Vanguard Industrials ETF (VIS) stake by 1% in Q1 2026, buying an estimated $4.55K and bringing the position to 1,378 shares worth $430K. The position accounts for 0.05% of the portfolio, ranked #183.

Lake Street Private Wealth first reported a position in VIS in Q4 2020 and has held it in 22 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Lake Street Private Wealth held 1,378 shares of Vanguard Industrials ETF worth $430K as of Q1 2026.
  • Lake Street Private Wealth bought 14 Vanguard Industrials ETF shares in Q1 2026, an estimated $4.55K.
  • Vanguard Industrials ETF made up 0.05% of Lake Street Private Wealth's portfolio in Q1 2026, its #183 holding.
  • Lake Street Private Wealth first reported a position in Vanguard Industrials ETF in Q4 2020 and has held it in 22 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.