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Midwest Trust’s Vanguard Industrials ETF VIS Stock Holding History

Midwest Trust’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 		$256K Hold
819
– – ﹤0.01% 540
2025
Q4 		$244K Buy
819
+29
+4% +$8.61K ﹤0.01% 546
2025
Q3 		$234K Sell
790
-78
-9% -$22.6K ﹤0.01% 553
2025
Q2 		$243K Buy
+868
New +$224K ﹤0.01% 555

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

Midwest Trust's VIS Position: Q1 2026 in Review

Midwest Trust held its Vanguard Industrials ETF (VIS) position steady in Q1 2026 at 819 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Midwest Trust first reported a position in VIS in Q2 2025 and has held it in 4 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Midwest Trust held 819 shares of Vanguard Industrials ETF worth $256K as of Q1 2026.
  • Midwest Trust left its Vanguard Industrials ETF share count unchanged in Q1 2026.
  • Vanguard Industrials ETF made up ﹤0.01% of Midwest Trust's portfolio in Q1 2026, its #540 holding.
  • Midwest Trust first reported a position in Vanguard Industrials ETF in Q2 2025 and has held it in 4 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.