Luts & Greenleigh Group’s Vanguard Industrials ETF VIS Stock Holding History

Luts & Greenleigh 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	$242K	Hold	776	–	–	0.19%	78
2025 Q4	$232K	Hold	776	–	–	0.2%	79
2025 Q3	$230K	Hold	776	–	–	0.21%	77
2025 Q2	$217K	Buy	+776	New	+$200K	0.21%	78
2024 Q4	–	Sell	-776	Closed	-$202K	–	86
2024 Q3	$202K	Buy	+776	New	+$190K	0.19%	85
2023 Q4	$256K	Hold	1,163	–	–	0.32%	51
2023 Q3	$227K	Hold	1,163	–	–	0.28%	54
2023 Q2	$239K	Hold	1,163	–	–	0.29%	55
2023 Q1	$222K	Hold	1,163	–	–	0.28%	56
2022 Q4	$212K	Buy	+1,163	New	+$208K	0.27%	57

Other funds holding VIS

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Luts & Greenleigh Group's VIS Position: Q1 2026 in Review

Luts & Greenleigh Group held its Vanguard Industrials ETF (VIS) position steady in Q1 2026 at 776 shares worth $242K. The position accounts for 0.19% of the portfolio, ranked #78.

Luts & Greenleigh Group first reported a position in VIS in Q4 2022 and has held it in 10 quarters since. The position peaked at $256K in Q4 2023. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Luts & Greenleigh Group held 776 shares of Vanguard Industrials ETF worth $242K as of Q1 2026.
Luts & Greenleigh Group left its Vanguard Industrials ETF share count unchanged in Q1 2026.
Vanguard Industrials ETF made up 0.19% of Luts & Greenleigh Group's portfolio in Q1 2026, its #78 holding.
Luts & Greenleigh Group first reported a position in Vanguard Industrials ETF in Q4 2022 and has held it in 10 quarters since.
Luts & Greenleigh Group's Vanguard Industrials ETF position peaked at $256K in Q4 2023.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.