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VSM Wealth Advisory’s Vanguard Industrials ETF VIS Stock Holding History

VSM Wealth Advisory’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 		$345K Buy
1,106
+46
+4% +$14.9K 0.1% 81
2025
Q4 		$316K Buy
1,060
+968
+1,052% +$287K 0.1% 78
2025
Q3 		$27.3K Hold
92
– – 0.01% 250
2025
Q2 		$25.8K Hold
92
– – 0.01% 281
2025
Q1 		$22.8K Hold
92
– – 0.01% 266
2024
Q4 		$23.4K Buy
+92
New +$24.5K 0.01% 259

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

VSM Wealth Advisory's VIS Position: Q1 2026 in Review

VSM Wealth Advisory increased its Vanguard Industrials ETF (VIS) stake by 4.3% in Q1 2026, buying an estimated $14.9K and bringing the position to 1,106 shares worth $345K. The position accounts for 0.1% of the portfolio, ranked #81.

VSM Wealth Advisory first reported a position in VIS in Q4 2024 and has held it in 6 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • VSM Wealth Advisory held 1,106 shares of Vanguard Industrials ETF worth $345K as of Q1 2026.
  • VSM Wealth Advisory bought 46 Vanguard Industrials ETF shares in Q1 2026, an estimated $14.9K.
  • Vanguard Industrials ETF made up 0.1% of VSM Wealth Advisory's portfolio in Q1 2026, its #81 holding.
  • VSM Wealth Advisory first reported a position in Vanguard Industrials ETF in Q4 2024 and has held it in 6 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.