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SS
Sunbelt Securities’s
Vanguard Industrials ETF
VIS
Stock Holding History
Sunbelt Securities’s Portfolio
VIS Stock Details
VIS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$40.4K
Buy
130
+1
+0.8%
+$325
﹤0.01%
1077
2025
Q4
$38.6K
Hold
129
–
–
﹤0.01%
1067
2025
Q3
$38.3K
Sell
129
-174
-57%
-$50.4K
﹤0.01%
1078
2025
Q2
$77.2K
Buy
303
+174
+135%
+$44.9K
0.01%
834
2025
Q1
$31.9K
Sell
129
-174
-57%
-$45K
﹤0.01%
1004
2024
Q4
$77.3K
Buy
303
+175
+137%
+$46.6K
0.01%
833
2024
Q3
$33.3K
Hold
128
–
–
﹤0.01%
1044
2024
Q2
$30.1K
Hold
128
–
–
﹤0.01%
1027
2024
Q1
$31.2K
Hold
128
–
–
﹤0.01%
984
2023
Q4
$28.2K
Buy
128
+1
+0.8%
+$202
﹤0.01%
938
2023
Q3
$24.8K
Hold
127
–
–
﹤0.01%
958
2023
Q2
$26.1K
Hold
127
–
–
﹤0.01%
950
2023
Q1
$23.9K
Buy
+127
New
+$24.1K
﹤0.01%
910
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1-Year Est. Return
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$6.4B AUM
18.53%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
BCMIO
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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
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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