Syon Capital’s Vanguard Industrials ETF VIS Stock Holding History

Syon 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	$5.6M	Sell	17,934 -927	-5%	-$301K	0.28%	55
2025 Q4	$5.63M	Sell	18,861 -450	-2%	-$134K	0.28%	55
2025 Q3	$5.72M	Buy	19,311 +34	+0.2%	+$9.85K	0.31%	54
2025 Q2	$5.4M	Sell	19,277 -1,347	-7%	-$348K	0.36%	51
2025 Q1	$5.11M	Sell	20,624 -264	-1%	-$68.3K	0.42%	49
2024 Q4	$5.31M	Buy	20,888 +3,910	+23%	+$1.04M	0.48%	44
2024 Q3	$4.42M	Buy	16,978 +5,320	+46%	+$1.3M	0.39%	50
2024 Q2	$2.74M	Sell	11,658 -23	-0.2%	-$5.48K	0.25%	67
2024 Q1	$2.85M	Sell	11,681 -13,473	-54%	-$3.06M	0.27%	66
2023 Q4	$5.54M	Buy	25,154 +12,309	+96%	+$2.48M	0.23%	66
2023 Q3	$2.5M	Buy	+12,845	New	+$2.64M	0.31%	51

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