Vertex Planning Partners’s Vanguard Industrials ETF VIS Stock Holding History

Vertex Planning Partners’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	$209K	Buy	+670	New	+$218K	0.04%	130
2025 Q1	–	Sell	-865	Closed	-$220K	–	196
2024 Q4	$220K	Hold	865	–	–	0.05%	174
2024 Q3	$225K	Hold	865	–	–	0.05%	152
2024 Q2	$203K	Hold	865	–	–	0.05%	151
2024 Q1	$211K	Buy	+865	New	+$196K	0.06%	150
2023 Q3	–	Sell	-1,045	Closed	-$215K	–	143
2023 Q2	$215K	Buy	+1,045	New	+$200K	0.07%	131
2023 Q1	–	Sell	-1,097	Closed	-$200K	–	150
2022 Q4	$200K	Buy	+1,097	New	+$196K	0.08%	140

Other funds holding VIS

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

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

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 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

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Vertex Planning Partners's VIS Position: Q1 2026 in Review

Vertex Planning Partners opened a new position in Vanguard Industrials ETF (VIS) in Q1 2026: 670 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #130 among its holdings. This is a return to the name: Vertex Planning Partners previously reported a position in VIS as recently as Q4 2024.

Vertex Planning Partners first reported a position in VIS in Q4 2022 and has held it in 7 quarters since. The position peaked at $225K in Q3 2024. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Vertex Planning Partners held 670 shares of Vanguard Industrials ETF worth $209K as of Q1 2026.
Vanguard Industrials ETF was a new Vertex Planning Partners position in Q1 2026.
Vanguard Industrials ETF made up 0.04% of Vertex Planning Partners's portfolio in Q1 2026, its #130 holding.
Vertex Planning Partners first reported a position in Vanguard Industrials ETF in Q4 2022 and has held it in 7 quarters since.
Vertex Planning Partners's Vanguard Industrials ETF position peaked at $225K in Q3 2024.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.