ST
VIS icon

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
Q2 		$259K Hold
719
– – 0.01% 121
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 $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Sageworth Trust's VIS Position: Q2 2026 in Review

Sageworth Trust held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 719 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #121.

Sageworth Trust first reported a position in VIS in Q3 2025 and has held it in 4 quarters since. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Sageworth Trust held 719 shares of Vanguard Industrials ETF worth $259K as of Q2 2026.
  • Sageworth Trust left its Vanguard Industrials ETF share count unchanged in Q2 2026.
  • Vanguard Industrials ETF made up 0.01% of Sageworth Trust's portfolio in Q2 2026, its #121 holding.
  • Sageworth Trust first reported a position in Vanguard Industrials ETF in Q3 2025 and has held it in 4 quarters since.
  • 621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Sageworth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.