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Tortoise Investment Management’s Vanguard Industrials ETF VIS Stock Holding History

Tortoise Investment Management’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
2025
Q2 		– Sell
-644
Closed -$159K – 1320
2025
Q1 		$159K Buy
644
+44
+7% +$11.4K 0.02% 234
2024
Q4 		$153K Buy
600
+175
+41% +$46.6K 0.02% 256
2024
Q3 		$111K Buy
425
+205
+93% +$50.2K 0.01% 302
2024
Q2 		$51.7K Hold
220
– – 0.01% 385
2024
Q1 		$53.7K Buy
+220
New +$50K 0.01% 373

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tortoise Investment Management's VIS Position: Q2 2025 in Review

Tortoise Investment Management sold out of Vanguard Industrials ETF (VIS) in Q2 2025, closing a stake of 644 shares — an estimated $159K sold.

Tortoise Investment Management first reported a position in VIS in Q1 2024 and held it in 5 quarters. The position peaked at $159K in Q1 2025. 524 funds tracked by Wall St. Rank hold VIS as of Q2 2025.

  • Tortoise Investment Management reported no remaining Vanguard Industrials ETF position as of Q2 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 644 Vanguard Industrials ETF shares in Q2 2025, an estimated $159K.
  • Tortoise Investment Management first reported a position in Vanguard Industrials ETF in Q1 2024 and held it in 5 quarters.
  • Tortoise Investment Management's Vanguard Industrials ETF position peaked at $159K in Q1 2025.
  • 524 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2025.

Based on Tortoise Investment Management's 13F filing for Q2 2025, filed 8 Aug 2025.