Matthew Hamilton Rosenberg’s Vanguard Industrials ETF VIS Stock Holding History

Matthew Hamilton Rosenberg’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	$51.9K	Hold	144	–	–	0.01%	432
2026 Q1	$45K	Hold	144	–	–	0.01%	435
2025 Q4	$43K	Hold	144	–	–	0.01%	446
2025 Q3	$42.7K	Hold	144	–	–	0.01%	444
2025 Q2	$40.3K	Hold	144	–	–	0.01%	469
2025 Q1	$35.6K	Hold	144	–	–	0.01%	474
2024 Q4	$36.6K	Hold	144	–	–	0.01%	465
2024 Q3	$37.5K	Sell	144 -36	-20%	-$8.81K	0.01%	468
2024 Q2	$41.8K	Buy	+180	New	+$42.9K	0.01%	445
2023 Q2	–	Sell	-3	Closed	-$572	–	999
2023 Q1	$572	Hold	3	–	–	﹤0.01%	866
2022 Q4	$548	Buy	+3	New	+$537	﹤0.01%	862
2022 Q3	–	Sell	-3	Closed	-$1K	–	873
2022 Q2	$1K	Sell	3 -75	-96%	-$13.3K	﹤0.01%	785
2022 Q1	$15K	Buy	78 +75	+2,500%	+$14.4K	0.01%	589
2021 Q4	$1K	Buy	+3	New	+$600	﹤0.01%	716

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

Matthew Hamilton Rosenberg's VIS Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 144 shares worth $51.9K. The position accounts for 0.01% of the portfolio, ranked #432.

Matthew Hamilton Rosenberg first reported a position in VIS in Q4 2021 and has held it in 14 quarters since. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Matthew Hamilton Rosenberg held 144 shares of Vanguard Industrials ETF worth $51.9K as of Q2 2026.
Matthew Hamilton Rosenberg left its Vanguard Industrials ETF share count unchanged in Q2 2026.
Vanguard Industrials ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #432 holding.
Matthew Hamilton Rosenberg first reported a position in Vanguard Industrials ETF in Q4 2021 and has held it in 14 quarters since.
621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.