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RBA Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

RBA Wealth Management’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 		$1.13M Sell
3,620
-90
-2% -$29.2K 0.41% 51
2025
Q4 		$1.11M Buy
3,710
+27
+0.7% +$8.02K 0.38% 57
2025
Q3 		$1.09M Buy
3,683
+116
+3% +$33.6K 0.38% 57
2025
Q2 		$999K Buy
3,567
+81
+2% +$20.9K 0.37% 58
2025
Q1 		$863K Sell
3,486
-25
-0.7% -$6.47K 0.34% 57
2024
Q4 		$893K Buy
3,511
+216
+7% +$57.5K 0.34% 57
2024
Q3 		$857K Buy
3,295
+90
+3% +$22K 0.33% 55
2024
Q2 		$754K Sell
3,205
-173
-5% -$41.2K 0.3% 57
2024
Q1 		$825K Buy
3,378
+35
+1% +$7.95K 0.33% 57
2023
Q4 		$737K Sell
3,343
-198
-6% -$39.9K 0.32% 57
2023
Q3 		$690K Sell
3,541
-123
-3% -$25.2K 0.33% 57
2023
Q2 		$753K Buy
3,664
+42
+1% +$8.03K 0.35% 56
2023
Q1 		$690K Buy
3,622
+110
+3% +$20.9K 0.34% 57
2022
Q4 		$641K Buy
3,512
+111
+3% +$19.9K 0.34% 57
2022
Q3 		$536K Sell
3,401
-49
-1% -$8.53K 0.31% 58
2022
Q2 		$564K Sell
3,450
-18
-0.5% -$3.19K 0.31% 59
2022
Q1 		$674K Sell
3,468
-20
-0.6% -$3.85K 0.32% 61
2021
Q4 		$708K Buy
+3,488
New +$697K 0.33% 63
2021
Q1 		– Sell
-3,338
Closed -$567K – 274
2020
Q4 		$567K Buy
3,338
+145
+5% +$23.2K 0.34% 72
2020
Q3 		$462K Buy
3,193
+48
+2% +$6.77K 0.31% 76
2020
Q2 		$409K Buy
3,145
+139
+5% +$17K 0.3% 81
2020
Q1 		$332K Buy
+3,006
New +$426K 0.29% 80

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

RBA Wealth Management's VIS Position: Q1 2026 in Review

RBA Wealth Management reduced its Vanguard Industrials ETF (VIS) stake by 2.4% in Q1 2026, selling an estimated $29.2K and leaving 3,620 shares worth $1.13M. The position accounts for 0.41% of the portfolio, ranked #51.

RBA Wealth Management first reported a position in VIS in Q1 2020 and has held it in 22 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • RBA Wealth Management held 3,620 shares of Vanguard Industrials ETF worth $1.13M as of Q1 2026.
  • RBA Wealth Management sold 90 Vanguard Industrials ETF shares in Q1 2026, an estimated $29.2K.
  • Vanguard Industrials ETF made up 0.41% of RBA Wealth Management's portfolio in Q1 2026, its #51 holding.
  • RBA Wealth Management first reported a position in Vanguard Industrials ETF in Q1 2020 and has held it in 22 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on RBA Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.