Miller Equity Capital Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Miller Equity Capital Advisors’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
2025 Q1	–	Sell	-9,430	Closed	-$2.4M	–	41
2024 Q4	$2.4M	Hold	9,430	–	–	0.92%	29
2024 Q3	$2.45M	Hold	9,430	–	–	0.96%	29
2024 Q2	$2.22M	Hold	9,430	–	–	0.92%	29
2024 Q1	$2.3M	Hold	9,430	–	–	0.95%	28
2023 Q4	$2.08M	Hold	9,430	–	–	0.94%	29
2023 Q3	$1.84M	Hold	9,430	–	–	0.95%	29
2023 Q2	$1.94M	Hold	9,430	–	–	0.98%	30
2023 Q1	$1.8M	Hold	9,430	–	–	1%	29
2022 Q4	$1.72M	Hold	9,430	–	–	1.12%	27
2022 Q3	$1.49M	Hold	9,430	–	–	1.09%	31
2022 Q2	$1.54M	Hold	9,430	–	–	1.31%	30
2022 Q1	$1.83M	Sell	9,430 -45	-0.5%	-$8.65K	1.56%	23
2021 Q4	$1.92M	Hold	9,475	–	–	1.79%	21
2021 Q3	$1.78M	Buy	9,475 +800	+9%	+$157K	1.75%	21
2021 Q2	$1.7M	Buy	8,675 +200	+2%	+$39.3K	1.76%	18
2021 Q1	$1.6M	Buy	8,475 +100	+1%	+$17.8K	2.01%	16
2020 Q4	$1.42M	Buy	8,375 +795	+10%	+$127K	1.9%	16
2020 Q3	$1.1M	Buy	7,580 +1,355	+22%	+$191K	1.65%	19
2020 Q2	$809K	Buy	6,225 +135	+2%	+$16.5K	1.31%	21
2020 Q1	$672K	Sell	6,090 -70	-1%	-$9.93K	1.26%	22
2019 Q4	$948K	Buy	+6,160	New	+$927K	1.21%	22

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Miller Equity Capital Advisors's VIS Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of Vanguard Industrials ETF (VIS) in Q1 2025, closing a stake of 9,430 shares — an estimated $2.4M sold.

Miller Equity Capital Advisors first reported a position in VIS in Q4 2019 and held it in 21 quarters. The position peaked at $2.45M in Q3 2024. 485 funds tracked by Wall St. Rank hold VIS as of Q1 2025.

Miller Equity Capital Advisors reported no remaining Vanguard Industrials ETF position as of Q1 2025 after selling out during the quarter.
Miller Equity Capital Advisors sold 9,430 Vanguard Industrials ETF shares in Q1 2025, an estimated $2.4M.
Miller Equity Capital Advisors first reported a position in Vanguard Industrials ETF in Q4 2019 and held it in 21 quarters.
Miller Equity Capital Advisors's Vanguard Industrials ETF position peaked at $2.45M in Q3 2024.
485 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.