Lodestar Private Asset Management’s Vanguard Industrials ETF VIS Stock Holding History

Lodestar Private Asset 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
2026 Q2	$296K	Sell	822 -179	-18%	-$60.7K	0.03%	192
2026 Q1	$313K	Buy	1,001 +146	+17%	+$47.4K	0.03%	187
2025 Q4	$255K	Hold	855	–	–	0.03%	204
2025 Q3	$253K	Hold	855	–	–	0.03%	204
2025 Q2	$239K	Buy	+855	New	+$221K	0.03%	208

Other funds holding VIS

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Lodestar Private Asset Management's VIS Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its Vanguard Industrials ETF (VIS) stake by 18% in Q2 2026, selling an estimated $60.7K and leaving 822 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #192.

Lodestar Private Asset Management first reported a position in VIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $313K in Q1 2026. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Lodestar Private Asset Management held 822 shares of Vanguard Industrials ETF worth $296K as of Q2 2026.
Lodestar Private Asset Management sold 179 Vanguard Industrials ETF shares in Q2 2026, an estimated $60.7K.
Vanguard Industrials ETF made up 0.03% of Lodestar Private Asset Management's portfolio in Q2 2026, its #192 holding.
Lodestar Private Asset Management first reported a position in Vanguard Industrials ETF in Q2 2025 and has held it in 5 quarters since.
Lodestar Private Asset Management's Vanguard Industrials ETF position peaked at $313K in Q1 2026.
619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.