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Tranquilli Financial Advisor’s Vanguard Industrials ETF VIS Stock Holding History

Tranquilli Financial Advisor’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 		$3.61M Sell
11,566
-728
-6% -$236K 2.11% 13
2025
Q4 		$3.67M Sell
12,294
-492
-4% -$146K 2.13% 12
2025
Q3 		$3.79M Sell
12,786
-1,156
-8% -$335K 2.24% 12
2025
Q2 		$3.9M Sell
13,942
-6,470
-32% -$1.67M 2.42% 12
2025
Q1 		$5.05M Buy
20,412
+192
+0.9% +$49.7K 3.2% 9
2024
Q4 		$5.14M Sell
20,220
-21
-0.1% -$5.59K 3.26% 10
2024
Q3 		$5.26M Buy
20,241
+170
+0.8% +$41.6K 3.3% 9
2024
Q2 		$4.66M Sell
20,071
-525
-3% -$125K 3.12% 10
2024
Q1 		$5.03M Buy
20,596
+11,857
+136% +$2.69M 3.35% 7
2023
Q4 		$1.93M Sell
8,739
-18,156
-68% -$3.66M 1.36% 19
2023
Q3 		$5.24M Buy
26,895
+16,351
+155% +$3.36M 3.79% 7
2023
Q2 		$2.17M Buy
10,544
+360
+4% +$68.8K 1.53% 15
2023
Q1 		$1.94M Buy
10,184
+1,918
+23% +$364K 1.45% 15
2022
Q4 		$1.51M Buy
+8,266
New +$1.48M 1.15% 13
2022
Q2 		– Sell
-16,579
Closed -$3.22M – 85
2022
Q1 		$3.22M Sell
16,579
-7,576
-31% -$1.46M 2.29% 18
2021
Q4 		$4.9M Buy
24,155
+947
+4% +$189K 3.43% 11
2021
Q3 		$4.36M Buy
23,208
+458
+2% +$89.8K 3.27% 14
2021
Q2 		$4.47M Buy
22,750
+237
+1% +$46.6K 3.36% 12
2021
Q1 		$4.26M Buy
22,513
+313
+1% +$55.7K 3.44% 8
2020
Q4 		$3.77M Buy
+22,200
New +$3.55M 3.43% 11

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Tranquilli Financial Advisor's VIS Position: Q1 2026 in Review

Tranquilli Financial Advisor reduced its Vanguard Industrials ETF (VIS) stake by 5.9% in Q1 2026, selling an estimated $236K and leaving 11,566 shares worth $3.61M. The position accounts for 2.11% of the portfolio, ranked #13.

Tranquilli Financial Advisor first reported a position in VIS in Q4 2020 and has held it in 20 quarters since. The position peaked at $5.26M in Q3 2024. 597 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Tranquilli Financial Advisor held 11,566 shares of Vanguard Industrials ETF worth $3.61M as of Q1 2026.
  • Tranquilli Financial Advisor sold 728 Vanguard Industrials ETF shares in Q1 2026, an estimated $236K.
  • Vanguard Industrials ETF made up 2.11% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #13 holding.
  • Tranquilli Financial Advisor first reported a position in Vanguard Industrials ETF in Q4 2020 and has held it in 20 quarters since.
  • Tranquilli Financial Advisor's Vanguard Industrials ETF position peaked at $5.26M in Q3 2024.
  • 597 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.