UCFA
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United Capital Financial Advisors’s Vanguard Industrials ETF VIS Stock Holding History

United Capital Financial 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 		$1.28M Sell
4,095
-25
-0.6% -$8.12K 0.01% 677
2025
Q4 		$1.23M Buy
+4,120
New +$1.22M 0.01% 669
2023
Q1 		– Sell
-1,260
Closed -$230K – 1078
2022
Q4 		$230K Buy
+1,260
New +$225K ﹤0.01% 949
2022
Q2 		– Sell
-1,151
Closed -$224K – 1199
2022
Q1 		$224K Buy
1,151
+1
+0.1% +$192 ﹤0.01% 1087
2021
Q4 		$233K Buy
1,150
+51
+5% +$10.2K ﹤0.01% 1105
2021
Q3 		$206K Hold
1,099
– – ﹤0.01% 1138
2021
Q2 		$216K Sell
1,099
-10
-0.9% -$1.97K ﹤0.01% 1138
2021
Q1 		$210K Sell
1,109
-137
-11% -$24.4K ﹤0.01% 1107
2020
Q4 		$212K Buy
+1,246
New +$199K ﹤0.01% 1111
2020
Q1 		– Sell
-1,773
Closed -$273K – 1375
2019
Q4 		$273K Buy
+1,773
New +$267K ﹤0.01% 1178
2019
Q3 		– Sell
-1,601
Closed -$233K – 1490
2019
Q2 		$233K Sell
1,601
-164
-9% -$23.4K ﹤0.01% 1312
2019
Q1 		$245K Buy
1,765
+72
+4% +$9.74K ﹤0.01% 1205
2018
Q4 		$202K Sell
1,693
-109
-6% -$14.5K ﹤0.01% 1199
2018
Q3 		$266K Sell
1,802
-9
-0.5% -$1.3K ﹤0.01% 1157
2018
Q2 		$246K Sell
1,811
-287
-14% -$40.1K ﹤0.01% 1164
2018
Q1 		$292K Sell
2,098
-211
-9% -$30.4K ﹤0.01% 1102
2017
Q4 		$329K Buy
2,309
+317
+16% +$43.5K ﹤0.01% 1082
2017
Q3 		$267K Sell
1,992
-568
-22% -$73.5K ﹤0.01% 1150
2017
Q2 		$329K Sell
2,560
-837
-25% -$106K ﹤0.01% 1045
2017
Q1 		$420K Sell
3,397
-290
-8% -$35.7K ﹤0.01% 954
2016
Q4 		$440K Sell
3,687
-166
-4% -$19.1K ﹤0.01% 960
2016
Q3 		$427K Buy
+3,853
New +$425K ﹤0.01% 1003

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

United Capital Financial Advisors's VIS Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Vanguard Industrials ETF (VIS) stake by 0.61% in Q1 2026, selling an estimated $8.12K and leaving 4,095 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #677.

United Capital Financial Advisors first reported a position in VIS in Q3 2016 and has held it in 22 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • United Capital Financial Advisors held 4,095 shares of Vanguard Industrials ETF worth $1.28M as of Q1 2026.
  • United Capital Financial Advisors sold 25 Vanguard Industrials ETF shares in Q1 2026, an estimated $8.12K.
  • Vanguard Industrials ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #677 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Industrials ETF in Q3 2016 and has held it in 22 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.