Tumwater Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Tumwater Wealth 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 Q3	–	Sell	-802	Closed	-$225K	–	39
2025 Q2	$225K	Buy	+802	New	+$207K	0.1%	30
2025 Q1	–	Sell	-800	Closed	-$204K	–	33
2024 Q4	$204K	Buy	+800	New	+$213K	0.11%	31

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tumwater Wealth Management's VIS Position: Q3 2025 in Review

Tumwater Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q3 2025, closing a stake of 802 shares — an estimated $225K sold.

Tumwater Wealth Management first reported a position in VIS in Q4 2024 and held it in 2 quarters. The position peaked at $225K in Q2 2025. 520 funds tracked by Wall St. Rank hold VIS as of Q3 2025.

Tumwater Wealth Management reported no remaining Vanguard Industrials ETF position as of Q3 2025 after selling out during the quarter.
Tumwater Wealth Management sold 802 Vanguard Industrials ETF shares in Q3 2025, an estimated $225K.
Tumwater Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2024 and held it in 2 quarters.
Tumwater Wealth Management's Vanguard Industrials ETF position peaked at $225K in Q2 2025.
520 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2025.

Based on Tumwater Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.