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Private Wealth Advisors (California)’s Vanguard Industrials ETF VIS Stock Holding History

Private Wealth Advisors (California)’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 		$1.51M Sell
4,844
-92
-2% -$29.9K 0.43% 56
2025
Q4 		$1.47M Sell
4,936
-35
-0.7% -$10.4K 0.47% 56
2025
Q3 		$1.47M Buy
4,971
+12
+0.2% +$3.48K 0.5% 56
2025
Q2 		$1.39M Buy
4,959
+5
+0.1% +$1.29K 0.51% 51
2025
Q1 		$1.23M Buy
4,954
+14
+0.3% +$3.62K 0.44% 49
2024
Q4 		$1.26M Buy
4,940
+2
+0% +$532 0.49% 48
2024
Q3 		$1.28M Buy
4,938
+29
+0.6% +$7.1K 0.49% 47
2024
Q2 		$1.14M Sell
4,909
-23
-0.5% -$5.48K 0.44% 50
2024
Q1 		$1.2M Sell
4,932
-31
-0.6% -$7.04K 0.49% 48
2023
Q4 		$1.09M Sell
4,963
-1,529
-24% -$308K 0.43% 45
2023
Q3 		$1.27M Sell
6,492
-7
-0.1% -$1.44K 0.54% 40
2023
Q2 		$1.34M Sell
6,499
-43
-0.7% -$8.22K 0.55% 39
2023
Q1 		$1.25M Buy
6,542
+13
+0.2% +$2.47K 0.52% 41
2022
Q4 		$1.19M Buy
6,529
+40
+0.6% +$7.16K 0.4% 46
2022
Q3 		$1.02M Hold
6,489
– – 0.48% 43
2022
Q2 		$1.21M Buy
6,489
+23
+0.4% +$4.07K 0.45% 43
2022
Q1 		$1.26M Buy
6,466
+19
+0.3% +$3.65K 0.4% 44
2021
Q4 		$1.31M Buy
6,447
+19
+0.3% +$3.8K 0.28% 50
2021
Q3 		$1.28M Buy
6,428
+21
+0.3% +$4.12K 0.31% 58
2021
Q2 		$1.26M Buy
6,407
+16
+0.3% +$3.15K 0.39% 49
2021
Q1 		$1.21M Buy
6,391
+16
+0.3% +$2.85K 0.41% 41
2020
Q4 		$1.11M Buy
6,375
+23
+0.4% +$3.68K 0.39% 40
2020
Q3 		$920K Buy
6,352
+24
+0.4% +$3.38K 0.48% 32
2020
Q2 		$822K Buy
6,328
+20
+0.3% +$2.44K 0.57% 28
2020
Q1 		$696K Buy
6,308
+33
+0.5% +$4.68K 0.57% 31
2019
Q4 		$966K Sell
6,275
-4,705
-43% -$708K 0.56% 39
2019
Q3 		$1.6M Buy
10,980
+30
+0.3% +$4.33K 1.05% 21
2019
Q2 		$1.53M Hold
10,950
– – 1.04% 22
2019
Q1 		$1.53M Buy
10,950
+294
+3% +$39.8K 1.04% 22
2018
Q4 		$1.28M Buy
+10,656
New +$1.41M 1.04% 22

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

Private Wealth Advisors (California)'s VIS Position: Q1 2026 in Review

Private Wealth Advisors (California) reduced its Vanguard Industrials ETF (VIS) stake by 1.9% in Q1 2026, selling an estimated $29.9K and leaving 4,844 shares worth $1.51M. The position accounts for 0.43% of the portfolio, ranked #56.

Private Wealth Advisors (California) first reported a position in VIS in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.6M in Q3 2019. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Private Wealth Advisors (California) held 4,844 shares of Vanguard Industrials ETF worth $1.51M as of Q1 2026.
  • Private Wealth Advisors (California) sold 92 Vanguard Industrials ETF shares in Q1 2026, an estimated $29.9K.
  • Vanguard Industrials ETF made up 0.43% of Private Wealth Advisors (California)'s portfolio in Q1 2026, its #56 holding.
  • Private Wealth Advisors (California) first reported a position in Vanguard Industrials ETF in Q4 2018 and has held it in 30 quarters since.
  • Private Wealth Advisors (California)'s Vanguard Industrials ETF position peaked at $1.6M in Q3 2019.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.