Sierra Capital’s Vanguard Industrials ETF VIS Stock Holding History

Sierra Capital’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	$3.75M	Hold	11,995	–	–	0.41%	61
2025 Q4	$3.58M	Hold	11,995	–	–	0.38%	64
2025 Q3	$3.55M	Hold	11,995	–	–	0.39%	64
2025 Q2	$3.36M	Hold	11,995	–	–	0.39%	63
2025 Q1	$2.97M	Hold	11,995	–	–	0.36%	64
2024 Q4	$3.05M	Hold	11,995	–	–	0.36%	65
2024 Q3	$3.12M	Hold	11,995	–	–	0.37%	67
2024 Q2	$2.82M	Hold	11,995	–	–	0.38%	65
2024 Q1	$2.93M	Hold	11,995	–	–	0.38%	63
2023 Q4	$2.64M	Hold	11,995	–	–	0.39%	65
2023 Q3	$2.34M	Hold	11,995	–	–	0.38%	67
2023 Q2	$2.46M	Hold	11,995	–	–	0.39%	60
2023 Q1	$2.29M	Hold	11,995	–	–	0.37%	61
2022 Q4	$2.19M	Hold	11,995	–	–	0.37%	61
2022 Q3	$1.89M	Hold	11,995	–	–	0.35%	63
2022 Q2	$1.96M	Sell	11,995 -44	-0.4%	-$7.79K	0.35%	64
2022 Q1	$2.34M	Buy	12,039 +44	+0.4%	+$8.46K	0.37%	60
2021 Q4	$2.44M	Hold	11,995	–	–	0.36%	65
2021 Q3	$2.41M	Hold	11,995	–	–	0.4%	63
2021 Q2	$2.36M	Hold	11,995	–	–	0.44%	65
2021 Q1	$2.27M	Buy	+11,995	New	+$2.14M	0.43%	63

Other funds holding VIS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Sierra Capital's VIS Position: Q1 2026 in Review

Sierra Capital held its Vanguard Industrials ETF (VIS) position steady in Q1 2026 at 11,995 shares worth $3.75M. The position accounts for 0.41% of the portfolio, ranked #61.

Sierra Capital first reported a position in VIS in Q1 2021 and has held it in 21 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Sierra Capital held 11,995 shares of Vanguard Industrials ETF worth $3.75M as of Q1 2026.
Sierra Capital left its Vanguard Industrials ETF share count unchanged in Q1 2026.
Vanguard Industrials ETF made up 0.41% of Sierra Capital's portfolio in Q1 2026, its #61 holding.
Sierra Capital first reported a position in Vanguard Industrials ETF in Q1 2021 and has held it in 21 quarters since.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.