Mitchell McLeod Pugh & Williams’s Vanguard Industrials ETF VIS Stock Holding History

Mitchell McLeod Pugh & Williams’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	$210K	Buy	+581	New	+$197K	0.03%	298

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

Mitchell McLeod Pugh & Williams's VIS Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams opened a new position in Vanguard Industrials ETF (VIS) in Q2 2026: 581 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #298 among its holdings.

619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Mitchell McLeod Pugh & Williams held 581 shares of Vanguard Industrials ETF worth $210K as of Q2 2026.
Vanguard Industrials ETF was a new Mitchell McLeod Pugh & Williams position in Q2 2026.
Vanguard Industrials ETF made up 0.03% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #298 holding.
619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.