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Laurel Wealth Advisors (North Carolina)’s Vanguard Industrials ETF VIS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-576
Closed -$172K – 638
2025
Q4 		$172K Buy
+576
New +$171K 0.02% 199
2025
Q2 		– Sell
-751
Closed -$186K – 653
2025
Q1 		$186K Hold
751
– – 0.03% 181
2024
Q4 		$191K Sell
751
-70
-9% -$18.6K 0.03% 178
2024
Q3 		$214K Sell
821
-25
-3% -$6.12K 0.03% 175
2024
Q2 		$199K Hold
846
– – 0.03% 174
2024
Q1 		$207K Hold
846
– – 0.04% 174
2023
Q4 		$186K Hold
846
– – 0.04% 176
2023
Q3 		$165K Hold
846
– – 0.03% 179
2023
Q2 		$174K Hold
846
– – 0.03% 179
2023
Q1 		$161K Hold
846
– – 0.03% 188
2022
Q4 		$155K Sell
846
-200
-19% -$35.8K 0.03% 177
2022
Q3 		$165K Buy
1,046
+8
+0.8% +$1.39K 0.04% 172
2022
Q2 		$170K Sell
1,038
-25
-2% -$4.42K 0.04% 170
2022
Q1 		$207K Buy
1,063
+40
+4% +$7.69K 0.04% 168
2021
Q4 		$208K Hold
1,023
– – 0.04% 164
2021
Q3 		$192K Sell
1,023
-30
-3% -$5.88K 0.04% 169
2021
Q2 		$207K Hold
1,053
– – 0.04% 168
2021
Q1 		$199K Buy
1,053
+100
+10% +$17.8K 0.05% 161
2020
Q4 		$162K Sell
953
-75
-7% -$12K 0.04% 163
2020
Q3 		$149K Hold
1,028
– – 0.04% 156
2020
Q2 		$134K Hold
1,028
– – 0.04% 157
2020
Q1 		$113K Buy
1,028
+18
+2% +$2.55K 0.04% 155
2019
Q4 		$155K Hold
1,010
– – 0.05% 155
2019
Q3 		$148K Buy
1,010
+713
+240% +$103K 0.05% 152
2019
Q2 		$43K Buy
297
+222
+296% +$31.7K 0.02% 250
2019
Q1 		$10K Hold
75
– – ﹤0.01% 377
2018
Q4 		$9K Buy
+75
New +$9.94K ﹤0.01% 370

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 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 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s VIS Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Vanguard Industrials ETF (VIS) in Q1 2026, closing a stake of 576 shares — an estimated $172K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in VIS in Q4 2018 and held it in 27 quarters. The position peaked at $214K in Q3 2024. 601 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Vanguard Industrials ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 576 Vanguard Industrials ETF shares in Q1 2026, an estimated $172K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Industrials ETF in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Vanguard Industrials ETF position peaked at $214K in Q3 2024.
  • 601 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.