VCM
VIS icon

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
Q2 		$216K Hold
600
– – 0.11% 87
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Viewpoint Capital Management's VIS Position: Q2 2026 in Review

Viewpoint Capital Management held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 600 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #87.

Viewpoint Capital Management first reported a position in VIS in Q4 2021 and has held it in 19 quarters since. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Viewpoint Capital Management held 600 shares of Vanguard Industrials ETF worth $216K as of Q2 2026.
  • Viewpoint Capital Management left its Vanguard Industrials ETF share count unchanged in Q2 2026.
  • Vanguard Industrials ETF made up 0.11% of Viewpoint Capital Management's portfolio in Q2 2026, its #87 holding.
  • Viewpoint Capital Management first reported a position in Vanguard Industrials ETF in Q4 2021 and has held it in 19 quarters since.
  • 621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.