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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
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 $1.37T 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

Montis Financial's VIS Position: Q1 2026 in Review

Montis Financial held its Vanguard Industrials ETF (VIS) position steady in Q1 2026 at 1,244 shares worth $388K. The position accounts for 0.08% of the portfolio, ranked #107.

Montis Financial first reported a position in VIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $647K in Q3 2025. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Montis Financial held 1,244 shares of Vanguard Industrials ETF worth $388K as of Q1 2026.
  • Montis Financial left its Vanguard Industrials ETF share count unchanged in Q1 2026.
  • Vanguard Industrials ETF made up 0.08% of Montis Financial's portfolio in Q1 2026, its #107 holding.
  • Montis Financial first reported a position in Vanguard Industrials ETF in Q4 2020 and has held it in 22 quarters since.
  • Montis Financial's Vanguard Industrials ETF position peaked at $647K in Q3 2025.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.