SignatureFD’s Vanguard Industrials ETF VIS Stock Holding History

SignatureFD’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	$5.31K	Hold	17	–	–	﹤0.01%	2758
2025 Q4	$5.07K	Hold	17	–	–	﹤0.01%	2685
2025 Q3	$5.04K	Hold	17	–	–	﹤0.01%	2660
2025 Q2	$4.76K	Sell	17 -10	-37%	-$2.58K	﹤0.01%	2623
2025 Q1	$6.68K	Buy	27 +17	+170%	+$4.4K	﹤0.01%	2503
2024 Q4	$2.56K	Hold	10	–	–	﹤0.01%	2799
2024 Q3	$2.6K	Buy	+10	New	+$2.45K	﹤0.01%	2761
2023 Q1	–	Sell	-100	Closed	-$18.3K	–	3389
2022 Q4	$18.3K	Buy	+100	New	+$17.9K	﹤0.01%	1845
2022 Q1	–	Sell	-16	Closed	-$3K	–	3338
2021 Q4	$3K	Hold	16	–	–	﹤0.01%	2631
2021 Q3	$3K	Buy	16 +1	+7%	+$196	﹤0.01%	2564
2021 Q2	$3K	Buy	+15	New	+$2.95K	﹤0.01%	2498
2020 Q1	–	Sell	-150	Closed	-$23K	–	2465
2019 Q4	$23K	Hold	150	–	–	﹤0.01%	1236
2019 Q3	$22K	Hold	150	–	–	﹤0.01%	1186
2019 Q2	$22K	Buy	+150	New	+$21.4K	﹤0.01%	1169
2018 Q2	–	Sell	-216	Closed	-$30K	–	1985
2018 Q1	$30K	Buy	+216	New	+$31.1K	﹤0.01%	923
2016 Q4	–	Sell	-210	Closed	-$23K	–	1187
2016 Q3	$23K	Buy	210 +1	+0.5%	+$110	﹤0.01%	765
2016 Q2	$22K	Buy	+209	New	+$22.1K	﹤0.01%	697

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