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Salomon & Ludwin’s Vanguard Industrials ETF VIS Stock Holding History

Salomon & Ludwin’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 		$4.49M Sell
12,629
-138
-1% -$46.8K 0.37% 51
2026
Q1 		$4.04M Sell
12,767
-523
-4% -$170K 0.36% 51
2025
Q4 		$4.11M Sell
13,290
-333
-2% -$98.9K 0.36% 50
2025
Q3 		$4.05M Sell
13,623
-52
-0.4% -$15.1K 0.36% 51
2025
Q2 		$3.86M Sell
13,675
-470
-3% -$121K 0.38% 50
2025
Q1 		$3.5M Buy
14,145
+1,010
+8% +$261K 0.37% 49
2024
Q4 		$3.34M Sell
13,135
-943
-7% -$251K 0.35% 50
2024
Q3 		$3.66M Sell
14,078
-1,111
-7% -$272K 0.37% 47
2024
Q2 		$3.57M Sell
15,189
-5,029
-25% -$1.2M 0.4% 48
2024
Q1 		$4.94M Sell
20,218
-1,052
-5% -$239K 0.42% 47
2023
Q4 		$4.15M Hold
21,270
– – 0.43% 44
2023
Q3 		$4.15M Sell
21,270
-668
-3% -$137K 0.43% 44
2023
Q2 		$4.51M Sell
21,938
-253
-1% -$48.4K 0.48% 42
2023
Q1 		$4.23M Sell
22,191
-78
-0.4% -$14.8K 0.5% 42
2022
Q4 		$4.07M Buy
22,269
+3,921
+21% +$701K 0.52% 42
2022
Q3 		$2.89M Buy
18,348
+55
+0.3% +$9.58K 0.43% 43
2022
Q2 		$2.99M Buy
18,293
+361
+2% +$63.9K 0.46% 41
2022
Q1 		$3.49M Buy
17,932
+94
+0.5% +$18.1K 0.51% 37
2021
Q4 		$3.62M Sell
17,838
-269
-1% -$53.8K 0.51% 37
2021
Q3 		$3.4M Buy
18,107
+769
+4% +$151K 0.53% 35
2021
Q2 		$3.41M Sell
17,338
-14
-0.1% -$2.75K 0.53% 35
2021
Q1 		$3.28M Sell
17,352
-9
-0.1% -$1.6K 0.56% 35
2020
Q4 		$2.95M Sell
17,361
-309
-2% -$49.5K 0.55% 36
2020
Q3 		$2.56M Buy
17,670
+37
+0.2% +$5.22K 0.53% 35
2020
Q2 		$2.29M Buy
17,633
+656
+4% +$80.1K 0.49% 35
2020
Q1 		$1.87M Buy
+16,977
New +$2.41M 0.48% 28

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

Salomon & Ludwin's VIS Position: Q2 2026 in Review

Salomon & Ludwin reduced its Vanguard Industrials ETF (VIS) stake by 1.1% in Q2 2026, selling an estimated $46.8K and leaving 12,629 shares worth $4.49M. The position accounts for 0.37% of the portfolio, ranked #51.

Salomon & Ludwin first reported a position in VIS in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.94M in Q1 2024. 622 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Salomon & Ludwin held 12,629 shares of Vanguard Industrials ETF worth $4.49M as of Q2 2026.
  • Salomon & Ludwin sold 138 Vanguard Industrials ETF shares in Q2 2026, an estimated $46.8K.
  • Vanguard Industrials ETF made up 0.37% of Salomon & Ludwin's portfolio in Q2 2026, its #51 holding.
  • Salomon & Ludwin first reported a position in Vanguard Industrials ETF in Q1 2020 and has held it in 26 quarters since.
  • Salomon & Ludwin's Vanguard Industrials ETF position peaked at $4.94M in Q1 2024.
  • 622 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.