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Perfromance Wealth Partners’s Vanguard Industrials ETF VIS Stock Holding History

Perfromance Wealth 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 		$207K Sell
662
-31
-4% -$10.1K 0.01% 205
2025
Q4 		$207K Sell
693
-6
-0.9% -$1.78K 0.01% 195
2025
Q3 		$207K Sell
699
-134
-16% -$38.8K 0.01% 198
2025
Q2 		$233K Buy
+833
New +$215K 0.01% 168

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

Perfromance Wealth Partners's VIS Position: Q1 2026 in Review

Perfromance Wealth Partners reduced its Vanguard Industrials ETF (VIS) stake by 4.5% in Q1 2026, selling an estimated $10.1K and leaving 662 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #205.

Perfromance Wealth Partners first reported a position in VIS in Q2 2025 and has held it in 4 quarters since. The position peaked at $233K in Q2 2025. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Perfromance Wealth Partners held 662 shares of Vanguard Industrials ETF worth $207K as of Q1 2026.
  • Perfromance Wealth Partners sold 31 Vanguard Industrials ETF shares in Q1 2026, an estimated $10.1K.
  • Vanguard Industrials ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #205 holding.
  • Perfromance Wealth Partners first reported a position in Vanguard Industrials ETF in Q2 2025 and has held it in 4 quarters since.
  • Perfromance Wealth Partners's Vanguard Industrials ETF position peaked at $233K in Q2 2025.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.