MTM Investment Management’s Vanguard Industrials ETF VIS Stock Holding History

MTM Investment 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 Q2	$171K	Hold	475	–	–	0.05%	229
2026 Q1	$148K	Hold	475	–	–	0.05%	229
2025 Q4	$142K	Hold	475	–	–	0.05%	234
2025 Q3	$141K	Hold	475	–	–	0.04%	233
2025 Q2	$133K	Buy	+475	New	+$123K	0.04%	227
2025 Q1	–	Sell	-475	Closed	-$121K	–	287
2024 Q4	$121K	Hold	475	–	–	0.05%	202
2024 Q3	$123K	Buy	+475	New	+$116K	0.05%	207
2024 Q2	–	Sell	-475	Closed	-$116K	–	292
2024 Q1	$116K	Buy	+475	New	+$108K	0.05%	201
2023 Q1	–	Sell	-475	Closed	-$86.8K	–	275
2022 Q4	$86.8K	Buy	+475	New	+$85K	0.05%	201
2022 Q3	–	Sell	-475	Closed	-$78K	–	279
2022 Q2	$78K	Hold	475	–	–	0.04%	200
2022 Q1	$92K	Hold	475	–	–	0.04%	213
2021 Q4	$96K	Hold	475	–	–	0.05%	213
2021 Q3	$89K	Hold	475	–	–	0.05%	195
2021 Q2	$93K	Hold	475	–	–	0.05%	193
2021 Q1	$90K	Buy	+475	New	+$84.6K	0.05%	184

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

MTM Investment Management's VIS Position: Q2 2026 in Review

MTM Investment Management held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 475 shares worth $171K. The position accounts for 0.05% of the portfolio, ranked #229.

MTM Investment Management first reported a position in VIS in Q1 2021 and has held it in 15 quarters since. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

MTM Investment Management held 475 shares of Vanguard Industrials ETF worth $171K as of Q2 2026.
MTM Investment Management left its Vanguard Industrials ETF share count unchanged in Q2 2026.
Vanguard Industrials ETF made up 0.05% of MTM Investment Management's portfolio in Q2 2026, its #229 holding.
MTM Investment Management first reported a position in Vanguard Industrials ETF in Q1 2021 and has held it in 15 quarters since.
619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.