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Montis Financial’s Vanguard Industrials ETF VIS Stock Holding History

Montis Financial’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 		$448K Hold
1,244
– – 0.09% 103
2026
Q1 		$388K Hold
1,244
– – 0.08% 107
2025
Q4 		$371K Sell
1,244
-938
-43% -$279K 0.07% 116
2025
Q3 		$647K Hold
2,182
– – 0.15% 88
2025
Q2 		$611K Hold
2,182
– – 0.17% 77
2025
Q1 		$540K Buy
2,182
+157
+8% +$40.6K 0.16% 86
2024
Q4 		$515K Hold
2,025
– – 0.16% 84
2024
Q3 		$527K Hold
2,025
– – 0.19% 64
2024
Q2 		$476K Hold
2,025
– – 0.22% 50
2024
Q1 		$494K Hold
2,025
– – 0.23% 47
2023
Q4 		$446K Hold
2,025
– – 0.27% 41
2023
Q3 		$395K Hold
2,025
– – 0.26% 38
2023
Q2 		$416K Hold
2,025
– – 0.27% 36
2023
Q1 		$386K Buy
2,025
+530
+35% +$101K 0.3% 35
2022
Q4 		$273K Buy
1,495
+149
+11% +$26.7K 0.23% 47
2022
Q3 		$212K Hold
1,346
– – 0.2% 56
2022
Q2 		$220K Hold
1,346
– – 0.21% 58
2022
Q1 		$262K Hold
1,346
– – 0.2% 56
2021
Q4 		$273K Hold
1,346
– – 0.2% 62
2021
Q3 		$255K Hold
1,346
– – 0.22% 50
2021
Q2 		$264K Hold
1,346
– – 0.22% 58
2021
Q1 		$256K Hold
1,346
– – 0.24% 56
2020
Q4 		$224K Buy
+1,346
New +$215K 0.22% 64

Other funds holding VIS

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Montis Financial's VIS Position: Q2 2026 in Review

Montis Financial held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 1,244 shares worth $448K. The position accounts for 0.09% of the portfolio, ranked #103.

Montis Financial first reported a position in VIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $647K in Q3 2025. 623 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Montis Financial held 1,244 shares of Vanguard Industrials ETF worth $448K as of Q2 2026.
  • Montis Financial left its Vanguard Industrials ETF share count unchanged in Q2 2026.
  • Vanguard Industrials ETF made up 0.09% of Montis Financial's portfolio in Q2 2026, its #103 holding.
  • Montis Financial first reported a position in Vanguard Industrials ETF in Q4 2020 and has held it in 23 quarters since.
  • Montis Financial's Vanguard Industrials ETF position peaked at $647K in Q3 2025.
  • 623 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.