RIS
VIS icon

Richmond Investment Services’s Vanguard Industrials ETF VIS Stock Holding History

Richmond Investment Services’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 		$424K Buy
1,359
+351
+35% +$114K 0.07% 170
2025
Q4 		$300K Buy
1,008
+82
+9% +$24.3K 0.05% 183
2025
Q3 		$274K Hold
926
– – 0.05% 188
2025
Q2 		$259K Buy
+926
New +$239K 0.05% 178

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

Richmond Investment Services's VIS Position: Q1 2026 in Review

Richmond Investment Services increased its Vanguard Industrials ETF (VIS) stake by 35% in Q1 2026, buying an estimated $114K and bringing the position to 1,359 shares worth $424K. The position accounts for 0.07% of the portfolio, ranked #170.

Richmond Investment Services first reported a position in VIS in Q2 2025 and has held it in 4 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Richmond Investment Services held 1,359 shares of Vanguard Industrials ETF worth $424K as of Q1 2026.
  • Richmond Investment Services bought 351 Vanguard Industrials ETF shares in Q1 2026, an estimated $114K.
  • Vanguard Industrials ETF made up 0.07% of Richmond Investment Services's portfolio in Q1 2026, its #170 holding.
  • Richmond Investment Services first reported a position in Vanguard Industrials ETF in Q2 2025 and has held it in 4 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.