PIA
VIS icon

Perennial Investment Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Perennial Investment 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 		$299K Hold
959
– – 0.02% 390
2025
Q4 		$286K Hold
959
– – 0.02% 387
2025
Q3 		$284K Sell
959
-98
-9% -$28.4K 0.02% 378
2025
Q2 		$296K Sell
1,057
-88
-8% -$22.7K 0.03% 349
2025
Q1 		$283K Sell
1,145
-24
-2% -$6.21K 0.03% 328
2024
Q4 		$297K Buy
1,169
+8
+0.7% +$2.13K 0.04% 299
2024
Q3 		$302K Sell
1,161
-591
-34% -$145K 0.04% 286
2024
Q2 		$412K Buy
1,752
+860
+96% +$205K 0.06% 226
2024
Q1 		$218K Buy
+892
New +$203K 0.03% 308

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

Perennial Investment Advisors's VIS Position: Q1 2026 in Review

Perennial Investment Advisors held its Vanguard Industrials ETF (VIS) position steady in Q1 2026 at 959 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #390.

Perennial Investment Advisors first reported a position in VIS in Q1 2024 and has held it in 9 quarters since. The position peaked at $412K in Q2 2024. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Perennial Investment Advisors held 959 shares of Vanguard Industrials ETF worth $299K as of Q1 2026.
  • Perennial Investment Advisors left its Vanguard Industrials ETF share count unchanged in Q1 2026.
  • Vanguard Industrials ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #390 holding.
  • Perennial Investment Advisors first reported a position in Vanguard Industrials ETF in Q1 2024 and has held it in 9 quarters since.
  • Perennial Investment Advisors's Vanguard Industrials ETF position peaked at $412K in Q2 2024.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.