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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
Q2 		$276K Sell
765
-54
-7% -$18.3K ﹤0.01% 545
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 $1.55T 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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Midwest Trust's VIS Position: Q2 2026 in Review

Midwest Trust reduced its Vanguard Industrials ETF (VIS) stake by 6.6% in Q2 2026, selling an estimated $18.3K and leaving 765 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Midwest Trust first reported a position in VIS in Q2 2025 and has held it in 5 quarters since. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Midwest Trust held 765 shares of Vanguard Industrials ETF worth $276K as of Q2 2026.
  • Midwest Trust sold 54 Vanguard Industrials ETF shares in Q2 2026, an estimated $18.3K.
  • Vanguard Industrials ETF made up ﹤0.01% of Midwest Trust's portfolio in Q2 2026, its #545 holding.
  • Midwest Trust first reported a position in Vanguard Industrials ETF in Q2 2025 and has held it in 5 quarters since.
  • 621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.