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Sunbelt Securities’s Vanguard Industrials ETF VIS Stock Holding History

Sunbelt Securities’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 		$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

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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 $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Sunbelt Securities's VIS Position: Q1 2026 in Review

Sunbelt Securities increased its Vanguard Industrials ETF (VIS) stake by 0.78% in Q1 2026, buying an estimated $325 and bringing the position to 130 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Sunbelt Securities first reported a position in VIS in Q1 2023 and has held it in 13 quarters since. The position peaked at $77.3K in Q4 2024. 599 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Sunbelt Securities held 130 shares of Vanguard Industrials ETF worth $40.4K as of Q1 2026.
  • Sunbelt Securities bought 1 Vanguard Industrials ETF share in Q1 2026, an estimated $325.
  • Vanguard Industrials ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1077 holding.
  • Sunbelt Securities first reported a position in Vanguard Industrials ETF in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Vanguard Industrials ETF position peaked at $77.3K in Q4 2024.
  • 599 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.