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NewEdge Advisors’s Vanguard Industrials ETF VIS Stock Holding History

NewEdge 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 		$2.62M Buy
8,378
+4,632
+124% +$1.5M 0.01% 966
2025
Q4 		$1.12M Sell
3,746
-190
-5% -$56.4K ﹤0.01% 1417
2025
Q3 		$1.17M Buy
3,936
+387
+11% +$112K 0.01% 1314
2025
Q2 		$994K Buy
3,549
+2,157
+155% +$557K 0.01% 1299
2025
Q1 		$345K Buy
1,392
+99
+8% +$25.6K ﹤0.01% 1800
2024
Q4 		$329K Buy
1,293
+103
+9% +$27.4K ﹤0.01% 1831
2024
Q3 		$309K Sell
1,190
-113
-9% -$27.7K ﹤0.01% 1782
2024
Q2 		$307K Sell
1,303
-1,144
-47% -$273K ﹤0.01% 1702
2024
Q1 		$597K Buy
2,447
+155
+7% +$35.2K 0.01% 1242
2023
Q4 		$503K Sell
2,292
-1,403
-38% -$283K ﹤0.01% 1274
2023
Q3 		$721K Sell
3,695
-170
-4% -$34.9K 0.01% 1013
2023
Q2 		$794K Sell
3,865
-544
-12% -$104K 0.01% 973
2023
Q1 		$825K Sell
4,409
-550
-11% -$104K 0.01% 871
2022
Q4 		$873K Buy
4,959
+1,828
+58% +$327K 0.02% 556
2022
Q3 		$493K Buy
3,131
+8
+0.3% +$1.39K 0.01% 973
2022
Q2 		$510K Buy
+3,123
New +$553K 0.01% 972
2022
Q1 		– Sell
-3,210
Closed -$651K – 1640
2021
Q4 		$651K Buy
+3,210
New +$642K 0.01% 942

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

NewEdge Advisors's VIS Position: Q1 2026 in Review

NewEdge Advisors increased its Vanguard Industrials ETF (VIS) stake by 124% in Q1 2026, buying an estimated $1.5M and bringing the position to 8,378 shares worth $2.62M. The position accounts for 0.01% of the portfolio, ranked #966.

NewEdge Advisors first reported a position in VIS in Q4 2021 and has held it in 17 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • NewEdge Advisors held 8,378 shares of Vanguard Industrials ETF worth $2.62M as of Q1 2026.
  • NewEdge Advisors bought 4,632 Vanguard Industrials ETF shares in Q1 2026, an estimated $1.5M.
  • Vanguard Industrials ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #966 holding.
  • NewEdge Advisors first reported a position in Vanguard Industrials ETF in Q4 2021 and has held it in 17 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.