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&Partners’s Vanguard Industrials ETF VIS Stock Holding History

&Partners’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 		$7.18M Buy
23,001
+16,224
+239% +$5.27M 0.04% 427
2025
Q4 		$2.02M Sell
6,777
-5,398
-44% -$1.6M 0.01% 854
2025
Q3 		$3.6M Sell
12,175
-649
-5% -$188K 0.02% 527
2025
Q2 		$3.59M Buy
12,824
+1,828
+17% +$472K 0.03% 460
2025
Q1 		$2.71M Sell
10,996
-367
-3% -$95K 0.03% 442
2024
Q4 		$2.93M Buy
11,363
+6,891
+154% +$1.83M 0.04% 389
2024
Q3 		$1.16M Buy
4,472
+3,405
+319% +$834K 0.02% 520
2024
Q2 		$251K Buy
+1,067
New +$254K 0.01% 771
2020
Q2 		– Sell
-3,031
Closed -$334K – 161
2020
Q1 		$334K Sell
3,031
-254
-8% -$36K 0.52% 60
2019
Q4 		$505K Sell
3,285
-173
-5% -$26K 0.6% 56
2019
Q3 		$505K Sell
3,458
-345
-9% -$49.8K 0.66% 51
2019
Q2 		$554K Hold
3,803
– – 0.76% 43
2019
Q1 		$532K Buy
3,803
+1
+0% +$135 0.76% 38
2018
Q4 		$458K Buy
+3,802
New +$504K 0.77% 38

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

&Partners's VIS Position: Q1 2026 in Review

&Partners increased its Vanguard Industrials ETF (VIS) stake by 239% in Q1 2026, buying an estimated $5.27M and bringing the position to 23,001 shares worth $7.18M. The position accounts for 0.04% of the portfolio, ranked #427.

&Partners first reported a position in VIS in Q4 2018 and has held it in 14 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • &Partners held 23,001 shares of Vanguard Industrials ETF worth $7.18M as of Q1 2026.
  • &Partners bought 16,224 Vanguard Industrials ETF shares in Q1 2026, an estimated $5.27M.
  • Vanguard Industrials ETF made up 0.04% of &Partners's portfolio in Q1 2026, its #427 holding.
  • &Partners first reported a position in Vanguard Industrials ETF in Q4 2018 and has held it in 14 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.