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Sageworth Trust’s Vanguard Industrials ETF VIS Stock Holding History

Sageworth Trust’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 		$224K Hold
719
– – 0.01% 164
2025
Q4 		$215K Hold
719
– – 0.01% 131
2025
Q3 		$213K Buy
+719
New +$208K 0.01% 257

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

Sageworth Trust's VIS Position: Q1 2026 in Review

Sageworth Trust held its Vanguard Industrials ETF (VIS) position steady in Q1 2026 at 719 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #164.

Sageworth Trust first reported a position in VIS in Q3 2025 and has held it in 3 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Sageworth Trust held 719 shares of Vanguard Industrials ETF worth $224K as of Q1 2026.
  • Sageworth Trust left its Vanguard Industrials ETF share count unchanged in Q1 2026.
  • Vanguard Industrials ETF made up 0.01% of Sageworth Trust's portfolio in Q1 2026, its #164 holding.
  • Sageworth Trust first reported a position in Vanguard Industrials ETF in Q3 2025 and has held it in 3 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Sageworth Trust's 13F filing for Q1 2026, filed 29 Apr 2026.