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PFG Investments’s Vanguard Industrials ETF VIS Stock Holding History

PFG Investments’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 		$213K Sell
681
-49
-7% -$15.9K 0.01% 1040
2025
Q4 		$218K Buy
730
+1
+0.1% +$297 0.01% 975
2025
Q3 		$216K Hold
729
– – 0.01% 933
2025
Q2 		$204K Buy
+729
New +$188K 0.01% 910

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

PFG Investments's VIS Position: Q1 2026 in Review

PFG Investments reduced its Vanguard Industrials ETF (VIS) stake by 6.7% in Q1 2026, selling an estimated $15.9K and leaving 681 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #1040.

PFG Investments first reported a position in VIS in Q2 2025 and has held it in 4 quarters since. The position peaked at $218K in Q4 2025. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • PFG Investments held 681 shares of Vanguard Industrials ETF worth $213K as of Q1 2026.
  • PFG Investments sold 49 Vanguard Industrials ETF shares in Q1 2026, an estimated $15.9K.
  • Vanguard Industrials ETF made up 0.01% of PFG Investments's portfolio in Q1 2026, its #1040 holding.
  • PFG Investments first reported a position in Vanguard Industrials ETF in Q2 2025 and has held it in 4 quarters since.
  • PFG Investments's Vanguard Industrials ETF position peaked at $218K in Q4 2025.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.