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Plante Moran Financial Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Plante Moran Financial 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 		$31.2K Hold
100
– – ﹤0.01% 373
2025
Q4 		$29.8K Hold
100
– – ﹤0.01% 390
2025
Q3 		$29.6K Hold
100
– – ﹤0.01% 413
2025
Q2 		$28K Buy
+100
New +$25.8K ﹤0.01% 434
2023
Q4 		– Sell
-7
Closed -$1.36K – 925
2023
Q3 		$1.36K Buy
+7
New +$1.44K ﹤0.01% 678
2020
Q2 		– Sell
-72
Closed -$8K – 883
2020
Q1 		$8K Buy
+72
New +$10.2K ﹤0.01% 526
2017
Q1 		– Sell
-12
Closed -$1K – 1037
2016
Q4 		$1K Buy
+12
New +$1.38K ﹤0.01% 938
2016
Q1 		– Sell
-62
Closed -$6K – 1042
2015
Q4 		$6K Buy
+62
New +$6.34K ﹤0.01% 694

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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $376B 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