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Redwood Financial Network’s Vanguard Industrials ETF VIS Stock Holding History

Redwood Financial Network’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 		$367K Sell
1,175
-63
-5% -$20.5K 0.24% 116
2025
Q4 		$369K Sell
1,238
-109
-8% -$32.4K 0.24% 120
2025
Q3 		$399K Sell
1,347
-116
-8% -$33.6K 0.25% 116
2025
Q2 		$410K Sell
1,463
-151
-9% -$39K 0.28% 110
2025
Q1 		$399K Sell
1,614
-32
-2% -$8.28K 0.3% 102
2024
Q4 		$419K Sell
1,646
-46
-3% -$12.2K 0.31% 99
2024
Q3 		$440K Buy
1,692
+203
+14% +$49.7K 0.34% 94
2024
Q2 		$350K Sell
1,489
-8
-0.5% -$1.91K 0.29% 102
2024
Q1 		$365K Sell
1,497
-61
-4% -$13.9K 0.32% 98
2023
Q4 		$343K Buy
1,558
+38
+3% +$7.66K 0.33% 95
2023
Q3 		$296K Buy
1,520
+14
+0.9% +$2.87K 0.31% 102
2023
Q2 		$310K Hold
1,506
– – 0.29% 107
2023
Q1 		$287K Sell
1,506
-253
-14% -$48.1K 0.29% 106
2022
Q4 		$321K Sell
1,759
-29
-2% -$5.19K 0.36% 91
2022
Q3 		$282K Sell
1,788
-255
-12% -$44.4K 0.32% 99
2022
Q2 		$334K Sell
2,043
-423
-17% -$74.8K 0.36% 89
2022
Q1 		$480K Buy
+2,466
New +$474K 0.45% 73

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

Redwood Financial Network's VIS Position: Q1 2026 in Review

Redwood Financial Network reduced its Vanguard Industrials ETF (VIS) stake by 5.1% in Q1 2026, selling an estimated $20.5K and leaving 1,175 shares worth $367K. The position accounts for 0.24% of the portfolio, ranked #116.

Redwood Financial Network first reported a position in VIS in Q1 2022 and has held it in 17 quarters since. The position peaked at $480K in Q1 2022. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Redwood Financial Network held 1,175 shares of Vanguard Industrials ETF worth $367K as of Q1 2026.
  • Redwood Financial Network sold 63 Vanguard Industrials ETF shares in Q1 2026, an estimated $20.5K.
  • Vanguard Industrials ETF made up 0.24% of Redwood Financial Network's portfolio in Q1 2026, its #116 holding.
  • Redwood Financial Network first reported a position in Vanguard Industrials ETF in Q1 2022 and has held it in 17 quarters since.
  • Redwood Financial Network's Vanguard Industrials ETF position peaked at $480K in Q1 2022.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.