Sharper & Granite’s Vanguard Industrials ETF VIS Stock Holding History

Sharper & Granite’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	$6.03M	Sell	19,319 -313	-2%	-$102K	2.06%	18
2025 Q4	$5.86M	Sell	19,632 -7	-0%	-$2.08K	2.06%	17
2025 Q3	$5.82M	Sell	19,639 -2,823	-13%	-$818K	2.08%	16
2025 Q2	$6.34M	Sell	22,462 -826	-4%	-$213K	2.41%	11
2025 Q1	$5.76M	Buy	23,288 +1,026	+5%	+$266K	2.38%	14
2024 Q4	$5.66M	Sell	22,262 -2,359	-10%	-$628K	2.49%	13
2024 Q3	$6.4M	Sell	24,621 -1,076	-4%	-$263K	2.86%	8
2024 Q2	$6.04M	Buy	25,697 +45	+0.2%	+$10.7K	2.88%	7
2024 Q1	$6.24M	Buy	25,652 +819	+3%	+$186K	3.01%	7
2023 Q4	$5.47M	Sell	24,833 -1,061	-4%	-$214K	2.83%	8
2023 Q3	$5.05M	Sell	25,894 -213	-0.8%	-$43.7K	2.93%	9
2023 Q2	$5.37M	Buy	26,107 +580	+2%	+$111K	3.09%	8
2023 Q1	$4.86M	Sell	25,527 -881	-3%	-$167K	2.92%	8
2022 Q4	$4.82M	Buy	+26,408	New	+$4.72M	3.21%	6

Other funds holding VIS

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $376B 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

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return