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Moneta Group Investment Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Moneta Group Investment 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
2026
Q1 		$782K Hold
2,506
– – 0.01% 410
2025
Q4 		$748K Hold
2,506
– – 0.01% 416
2025
Q3 		$743K Sell
2,506
-12
-0.5% -$3.48K 0.01% 409
2025
Q2 		$705K Sell
2,518
-369
-13% -$95.3K 0.01% 368
2025
Q1 		$715K Sell
2,887
-199
-6% -$51.5K 0.01% 340
2024
Q4 		$785K Buy
3,086
+832
+37% +$221K 0.01% 316
2024
Q3 		$586K Hold
2,254
– – 0.01% 378
2024
Q2 		$530K Hold
2,254
– – 0.01% 382
2024
Q1 		$550K Sell
2,254
-183
-8% -$41.6K 0.01% 360
2023
Q4 		$537K Sell
2,437
-37
-1% -$7.46K 0.01% 332
2023
Q3 		$482K Sell
2,474
-44
-2% -$9.03K 0.01% 326
2023
Q2 		$517K Buy
2,518
+9
+0.4% +$1.72K 0.01% 319
2023
Q1 		$478K Buy
2,509
+142
+6% +$27K 0.01% 327
2022
Q4 		$457K Sell
2,367
-1
-0% -$179 0.01% 307
2022
Q3 		$373K Sell
2,368
-271
-10% -$47.2K 0.01% 310
2022
Q2 		$431K Buy
2,639
+243
+10% +$43K 0.01% 319
2022
Q1 		$466K Buy
2,396
+263
+12% +$50.6K 0.02% 300
2021
Q4 		$433K Sell
2,133
-1
-0% -$200 0.02% 319
2021
Q3 		$401K Buy
2,134
+57
+3% +$11.2K 0.02% 317
2021
Q2 		$408K Sell
2,077
-153
-7% -$30.1K 0.02% 312
2021
Q1 		$422K Buy
+2,230
New +$397K 0.02% 277
2018
Q4 		– Sell
-2,589
Closed -$382K – 250
2018
Q3 		$382K Buy
2,589
+2,130
+464% +$307K 0.04% 161
2018
Q2 		$62K Buy
+459
New +$64.1K 0.01% 303

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

Moneta Group Investment Advisors's VIS Position: Q1 2026 in Review

Moneta Group Investment Advisors held its Vanguard Industrials ETF (VIS) position steady in Q1 2026 at 2,506 shares worth $782K. The position accounts for 0.01% of the portfolio, ranked #410.

Moneta Group Investment Advisors first reported a position in VIS in Q2 2018 and has held it in 23 quarters since. The position peaked at $785K in Q4 2024. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Moneta Group Investment Advisors held 2,506 shares of Vanguard Industrials ETF worth $782K as of Q1 2026.
  • Moneta Group Investment Advisors left its Vanguard Industrials ETF share count unchanged in Q1 2026.
  • Vanguard Industrials ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #410 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Industrials ETF in Q2 2018 and has held it in 23 quarters since.
  • Moneta Group Investment Advisors's Vanguard Industrials ETF position peaked at $785K in Q4 2024.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.