NAS
VIS icon

NWF Advisory Services’s Vanguard Industrials ETF VIS Stock Holding History

NWF Advisory Services’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 		$533K Buy
1,707
+790
+86% +$257K 0.06% 203
2025
Q4 		$274K Buy
917
+100
+12% +$29.7K 0.03% 304
2025
Q3 		$242K Hold
817
– – 0.03% 337
2025
Q2 		$229K Hold
817
– – 0.03% 353
2025
Q1 		$202K Buy
+817
New +$211K 0.03% 327
2024
Q4 		– Sell
-817
Closed -$212K – 421
2024
Q3 		$212K Buy
+817
New +$200K 0.03% 299

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

NWF Advisory Services's VIS Position: Q1 2026 in Review

NWF Advisory Services increased its Vanguard Industrials ETF (VIS) stake by 86% in Q1 2026, buying an estimated $257K and bringing the position to 1,707 shares worth $533K. The position accounts for 0.06% of the portfolio, ranked #203.

NWF Advisory Services first reported a position in VIS in Q3 2024 and has held it in 6 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • NWF Advisory Services held 1,707 shares of Vanguard Industrials ETF worth $533K as of Q1 2026.
  • NWF Advisory Services bought 790 Vanguard Industrials ETF shares in Q1 2026, an estimated $257K.
  • Vanguard Industrials ETF made up 0.06% of NWF Advisory Services's portfolio in Q1 2026, its #203 holding.
  • NWF Advisory Services first reported a position in Vanguard Industrials ETF in Q3 2024 and has held it in 6 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.