Mitchell Sinkler & Starr’s Vanguard Industrials ETF VIS Stock Holding History

Mitchell Sinkler & Starr’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	-544	Closed	-$138K	–	183
2024 Q4	$138K	Hold	544	–	–	0.04%	162
2024 Q3	$141K	Hold	544	–	–	0.04%	162
2024 Q2	$132K	Buy	+544	New	+$130K	0.03%	159

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

Mitchell Sinkler & Starr's VIS Position: Q1 2025 in Review

Mitchell Sinkler & Starr sold out of Vanguard Industrials ETF (VIS) in Q1 2025, closing a stake of 544 shares — an estimated $138K sold.

Mitchell Sinkler & Starr first reported a position in VIS in Q2 2024 and held it in 3 quarters. The position peaked at $141K in Q3 2024. 485 funds tracked by Wall St. Rank hold VIS as of Q1 2025.

Mitchell Sinkler & Starr reported no remaining Vanguard Industrials ETF position as of Q1 2025 after selling out during the quarter.
Mitchell Sinkler & Starr sold 544 Vanguard Industrials ETF shares in Q1 2025, an estimated $138K.
Mitchell Sinkler & Starr first reported a position in Vanguard Industrials ETF in Q2 2024 and held it in 3 quarters.
Mitchell Sinkler & Starr's Vanguard Industrials ETF position peaked at $141K in Q3 2024.
485 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2025.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2025, filed 7 May 2025.