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SHP Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

SHP Wealth Management’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 		$85.6K Buy
274
+65
+31% +$21.1K 0.01% 408
2025
Q4 		$62.4K Buy
+209
New +$62.1K ﹤0.01% 436

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 $445B AUM 25.58% 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 $324B AUM 22.36% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

SHP Wealth Management's VIS Position: Q1 2026 in Review

SHP Wealth Management increased its Vanguard Industrials ETF (VIS) stake by 31% in Q1 2026, buying an estimated $21.1K and bringing the position to 274 shares worth $85.6K. The position accounts for 0.01% of the portfolio, ranked #408.

SHP Wealth Management first reported a position in VIS in Q4 2025 and has held it in 2 quarters since. 598 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • SHP Wealth Management held 274 shares of Vanguard Industrials ETF worth $85.6K as of Q1 2026.
  • SHP Wealth Management bought 65 Vanguard Industrials ETF shares in Q1 2026, an estimated $21.1K.
  • Vanguard Industrials ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #408 holding.
  • SHP Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2025 and has held it in 2 quarters since.
  • 598 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.