MWM
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Modern Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Modern Wealth Management’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 		$247K Sell
778
-238
-23% -$77.3K ﹤0.01% 773
2025
Q4 		$303K Buy
1,016
+24
+2% +$7.13K 0.01% 676
2025
Q3 		$294K Sell
992
-228
-19% -$66.1K 0.01% 650
2025
Q2 		$342K Sell
1,220
-157
-11% -$40.5K 0.01% 578
2025
Q1 		$341K Buy
1,377
+239
+21% +$61.8K 0.01% 493
2024
Q4 		$290K Buy
1,138
+5
+0.4% +$1.33K 0.01% 463
2024
Q3 		$295K Sell
1,133
-77
-6% -$18.9K 0.02% 348
2024
Q2 		$285K Buy
1,210
+17
+1% +$4.05K 0.02% 321
2024
Q1 		$291K Buy
+1,193
New +$271K 0.03% 242

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

Modern Wealth Management's VIS Position: Q1 2026 in Review

Modern Wealth Management reduced its Vanguard Industrials ETF (VIS) stake by 23% in Q1 2026, selling an estimated $77.3K and leaving 778 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Modern Wealth Management first reported a position in VIS in Q1 2024 and has held it in 9 quarters since. The position peaked at $342K in Q2 2025. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Modern Wealth Management held 778 shares of Vanguard Industrials ETF worth $247K as of Q1 2026.
  • Modern Wealth Management sold 238 Vanguard Industrials ETF shares in Q1 2026, an estimated $77.3K.
  • Vanguard Industrials ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #773 holding.
  • Modern Wealth Management first reported a position in Vanguard Industrials ETF in Q1 2024 and has held it in 9 quarters since.
  • Modern Wealth Management's Vanguard Industrials ETF position peaked at $342K in Q2 2025.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.