Per Stirling Capital Management’s Vanguard Industrials ETF VIS Stock Holding History

Per Stirling Capital 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 Q1	$521K	Sell	1,670 -10	-0.6%	-$3.25K	0.06%	196
2025 Q4	$501K	Buy	1,680 +94	+6%	+$27.9K	0.06%	184
2025 Q3	$470K	Hold	1,586	–	–	0.06%	184
2025 Q2	$444K	Buy	1,586 +489	+45%	+$126K	0.06%	180
2025 Q1	$272K	Buy	+1,097	New	+$284K	0.04%	226

Other funds holding VIS

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Per Stirling Capital Management's VIS Position: Q1 2026 in Review

Per Stirling Capital Management reduced its Vanguard Industrials ETF (VIS) stake by 0.6% in Q1 2026, selling an estimated $3.25K and leaving 1,670 shares worth $521K. The position accounts for 0.06% of the portfolio, ranked #196.

Per Stirling Capital Management first reported a position in VIS in Q1 2025 and has held it in 5 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Per Stirling Capital Management held 1,670 shares of Vanguard Industrials ETF worth $521K as of Q1 2026.
Per Stirling Capital Management sold 10 Vanguard Industrials ETF shares in Q1 2026, an estimated $3.25K.
Vanguard Industrials ETF made up 0.06% of Per Stirling Capital Management's portfolio in Q1 2026, its #196 holding.
Per Stirling Capital Management first reported a position in Vanguard Industrials ETF in Q1 2025 and has held it in 5 quarters since.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.