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McAdam LLC’s Vanguard Industrials ETF VIS Stock Holding History

McAdam LLC’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 		$438K Buy
1,401
+94
+7% +$30.5K 0.02% 262
2025
Q4 		$390K Buy
1,307
+31
+2% +$9.21K 0.02% 281
2025
Q3 		$378K Buy
1,276
+12
+0.9% +$3.48K 0.02% 256
2025
Q2 		$354K Buy
1,264
+159
+14% +$41.1K 0.02% 256
2025
Q1 		$274K Buy
1,105
+11
+1% +$2.85K 0.02% 276
2024
Q4 		$278K Buy
1,094
+14
+1% +$3.73K 0.02% 290
2024
Q3 		$281K Buy
1,080
+2
+0.2% +$490 0.02% 269
2024
Q2 		$254K Buy
1,078
+15
+1% +$3.57K 0.02% 265
2024
Q1 		$260K Buy
1,063
+1
+0.1% +$227 0.02% 250
2023
Q4 		$234K Buy
1,062
+3
+0.3% +$605 0.02% 247
2023
Q3 		$206K Hold
1,059
– – 0.02% 245
2023
Q2 		$218K Hold
1,059
– – 0.02% 242
2023
Q1 		$202K Buy
1,059
+15
+1% +$2.85K 0.02% 241
2022
Q4 		$212K Buy
+1,044
New +$187K 0.02% 177
2022
Q2 		– Sell
-1,059
Closed -$206K – 238
2022
Q1 		$206K Buy
1,059
+15
+1% +$2.88K 0.02% 200
2021
Q4 		$212K Buy
+1,044
New +$209K 0.02% 177
2021
Q3 		– Sell
-1,044
Closed -$206K – 183
2021
Q2 		$206K Buy
+1,044
New +$205K 0.02% 164
2021
Q1 		– Sell
-1,159
Closed -$202K – 171
2020
Q4 		$202K Buy
+1,159
New +$186K 0.03% 153
2018
Q4 		– Sell
-1,044
Closed -$155K – 592
2018
Q3 		$155K Hold
1,044
– – 0.06% 78
2018
Q2 		$142K Hold
1,044
– – 0.06% 76
2018
Q1 		$145K Buy
+1,044
New +$150K 0.07% 78

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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B 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

McAdam LLC's VIS Position: Q1 2026 in Review

McAdam LLC increased its Vanguard Industrials ETF (VIS) stake by 7.2% in Q1 2026, buying an estimated $30.5K and bringing the position to 1,401 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #262.

McAdam LLC first reported a position in VIS in Q1 2018 and has held it in 21 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • McAdam LLC held 1,401 shares of Vanguard Industrials ETF worth $438K as of Q1 2026.
  • McAdam LLC bought 94 Vanguard Industrials ETF shares in Q1 2026, an estimated $30.5K.
  • Vanguard Industrials ETF made up 0.02% of McAdam LLC's portfolio in Q1 2026, its #262 holding.
  • McAdam LLC first reported a position in Vanguard Industrials ETF in Q1 2018 and has held it in 21 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.