LFG
VIS icon

Larson Financial Group’s Vanguard Industrials ETF VIS Stock Holding History

Larson Financial Group’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 		$7.81K Sell
25
-15
-38% -$4.87K ﹤0.01% 2375
2025
Q4 		$11.9K Hold
40
– – ﹤0.01% 2015
2025
Q3 		$11.9K Hold
40
– – ﹤0.01% 1931
2025
Q2 		$11.2K Buy
40
+25
+167% +$6.46K ﹤0.01% 1757
2025
Q1 		$3.71K Sell
15
-8
-35% -$2.07K ﹤0.01% 1963
2024
Q4 		$5.85K Sell
23
-117
-84% -$31.1K ﹤0.01% 1631
2024
Q3 		$36.4K Buy
140
+125
+833% +$30.6K ﹤0.01% 1000
2024
Q2 		$3.53K Sell
15
-11
-42% -$2.62K ﹤0.01% 1511
2024
Q1 		$6.35K Buy
26
+11
+73% +$2.5K ﹤0.01% 1143
2023
Q4 		$3.31K Buy
+15
New +$3.02K ﹤0.01% 1274

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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $376B 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