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Patten & Patten’s Vanguard Industrials ETF VIS Stock Holding History

Patten & Patten’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 		$298K Hold
955
– – 0.02% 291
2025
Q4 		$285K Hold
955
– – 0.02% 295
2025
Q3 		$283K Hold
955
– – 0.02% 297
2025
Q2 		$267K Hold
955
– – 0.02% 279
2025
Q1 		$236K Hold
955
– – 0.02% 293
2024
Q4 		$243K Hold
955
– – 0.02% 284
2024
Q3 		$248K Hold
955
– – 0.02% 279
2024
Q2 		$225K Hold
955
– – 0.02% 286
2024
Q1 		$233K Hold
955
– – 0.02% 285
2023
Q4 		$211K Buy
+955
New +$192K 0.02% 271
2022
Q2 		– Sell
-1,318
Closed -$256K – 289
2022
Q1 		$256K Buy
1,318
+13
+1% +$2.5K 0.02% 260
2021
Q4 		$265K Hold
1,305
– – 0.02% 254
2021
Q3 		$245K Hold
1,305
– – 0.02% 258
2021
Q2 		$256K Hold
1,305
– – 0.02% 254
2021
Q1 		$247K Hold
1,305
– – 0.02% 244
2020
Q4 		$222K Buy
+1,305
New +$209K 0.02% 241
2020
Q1 		– Sell
-1,705
Closed -$262K – 243
2019
Q4 		$262K Sell
1,705
-200
-10% -$30.1K 0.03% 222
2019
Q3 		$278K Sell
1,905
-525
-22% -$75.9K 0.03% 212
2019
Q2 		$354K Hold
2,430
– – 0.04% 192
2019
Q1 		$340K Sell
2,430
-550
-18% -$74.4K 0.04% 190
2018
Q4 		$359K Sell
2,980
-100
-3% -$13.3K 0.04% 183
2018
Q3 		$455K Buy
+3,080
New +$444K 0.05% 181

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

Patten & Patten's VIS Position: Q1 2026 in Review

Patten & Patten held its Vanguard Industrials ETF (VIS) position steady in Q1 2026 at 955 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #291.

Patten & Patten first reported a position in VIS in Q3 2018 and has held it in 22 quarters since. The position peaked at $455K in Q3 2018. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Patten & Patten held 955 shares of Vanguard Industrials ETF worth $298K as of Q1 2026.
  • Patten & Patten left its Vanguard Industrials ETF share count unchanged in Q1 2026.
  • Vanguard Industrials ETF made up 0.02% of Patten & Patten's portfolio in Q1 2026, its #291 holding.
  • Patten & Patten first reported a position in Vanguard Industrials ETF in Q3 2018 and has held it in 22 quarters since.
  • Patten & Patten's Vanguard Industrials ETF position peaked at $455K in Q3 2018.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.