Viewpoint Capital Management’s Vanguard Industrials ETF VIS Stock Holding History

Viewpoint Capital 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
2026 Q1	$187K	Hold	600	–	–	0.09%	100
2025 Q4	$179K	Hold	600	–	–	0.08%	104
2025 Q3	$178K	Hold	600	–	–	0.08%	108
2025 Q2	$168K	Hold	600	–	–	0.08%	104
2025 Q1	$149K	Hold	600	–	–	0.08%	109
2024 Q4	$153K	Hold	600	–	–	0.08%	104
2024 Q3	$155K	Hold	600	–	–	0.09%	106
2024 Q2	$141K	Hold	600	–	–	0.09%	103
2024 Q1	$146K	Hold	600	–	–	0.09%	106
2023 Q4	$132K	Hold	600	–	–	0.09%	102
2023 Q3	$117K	Hold	600	–	–	0.09%	95
2023 Q2	$123K	Hold	600	–	–	0.1%	95
2023 Q1	$114K	Hold	600	–	–	0.1%	87
2022 Q4	$110K	Hold	600	–	–	0.11%	85
2022 Q3	$95K	Hold	600	–	–	0.09%	87
2022 Q2	$98K	Sell	600 -232	-28%	-$41.1K	0.09%	92
2022 Q1	$162K	Hold	832	–	–	0.12%	88
2021 Q4	$169K	Buy	+832	New	+$166K	0.12%	92

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

Viewpoint Capital Management's VIS Position: Q1 2026 in Review

Viewpoint Capital Management held its Vanguard Industrials ETF (VIS) position steady in Q1 2026 at 600 shares worth $187K. The position accounts for 0.09% of the portfolio, ranked #100.

Viewpoint Capital Management first reported a position in VIS in Q4 2021 and has held it in 18 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Viewpoint Capital Management held 600 shares of Vanguard Industrials ETF worth $187K as of Q1 2026.
Viewpoint Capital Management left its Vanguard Industrials ETF share count unchanged in Q1 2026.
Vanguard Industrials ETF made up 0.09% of Viewpoint Capital Management's portfolio in Q1 2026, its #100 holding.
Viewpoint Capital Management first reported a position in Vanguard Industrials ETF in Q4 2021 and has held it in 18 quarters since.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.