U.S. Capital Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

U.S. Capital Wealth Advisors’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	$2.41M	Buy	7,719 +141	+2%	+$45.8K	0.06%	310
2025 Q4	$2.26M	Buy	7,578 +333	+5%	+$98.9K	0.06%	313
2025 Q3	$2.15M	Buy	7,245 +106	+1%	+$30.7K	0.06%	313
2025 Q2	$2M	Sell	7,139 -113	-2%	-$29.2K	0.06%	296
2025 Q1	$1.8M	Buy	7,252 +32	+0.4%	+$8.28K	0.06%	316
2024 Q4	$1.84M	Buy	+7,220	New	+$1.92M	0.06%	313

Other funds holding VIS

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

U.S. Capital Wealth Advisors's VIS Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Vanguard Industrials ETF (VIS) stake by 1.9% in Q1 2026, buying an estimated $45.8K and bringing the position to 7,719 shares worth $2.41M. The position accounts for 0.06% of the portfolio, ranked #310.

U.S. Capital Wealth Advisors first reported a position in VIS in Q4 2024 and has held it in 6 quarters since. 599 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

U.S. Capital Wealth Advisors held 7,719 shares of Vanguard Industrials ETF worth $2.41M as of Q1 2026.
U.S. Capital Wealth Advisors bought 141 Vanguard Industrials ETF shares in Q1 2026, an estimated $45.8K.
Vanguard Industrials ETF made up 0.06% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #310 holding.
U.S. Capital Wealth Advisors first reported a position in Vanguard Industrials ETF in Q4 2024 and has held it in 6 quarters since.
599 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.