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Waters Parkerson & Co’s Vanguard Industrials ETF VIS Stock Holding History

Waters Parkerson & Co’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 		$429K Hold
1,375
– – 0.02% 147
2025
Q4 		$410K Hold
1,375
– – 0.02% 148
2025
Q3 		$407K Sell
1,375
-50
-4% -$14.5K 0.02% 142
2025
Q2 		$399K Sell
1,425
-50
-3% -$12.9K 0.02% 145
2025
Q1 		$365K Hold
1,475
– – 0.02% 149
2024
Q4 		$375K Hold
1,475
– – 0.02% 147
2024
Q3 		$384K Hold
1,475
– – 0.02% 146
2024
Q2 		$347K Hold
1,475
– – 0.02% 145
2024
Q1 		$360K Hold
1,475
– – 0.02% 142
2023
Q4 		$325K Hold
1,475
– – 0.02% 148
2023
Q3 		$288K Hold
1,475
– – 0.02% 146
2023
Q2 		$303K Hold
1,475
– – 0.02% 146
2023
Q1 		$281K Hold
1,475
– – 0.02% 152
2022
Q4 		$269K Hold
1,475
– – 0.02% 152
2022
Q3 		$232K Hold
1,475
– – 0.02% 155
2022
Q2 		$241K Hold
1,475
– – 0.02% 156
2022
Q1 		$287K Hold
1,475
– – 0.02% 151
2021
Q4 		$299K Hold
1,475
– – 0.02% 152
2021
Q3 		$277K Hold
1,475
– – 0.02% 156
2021
Q2 		$290K Hold
1,475
– – 0.02% 154
2021
Q1 		$279K Hold
1,475
– – 0.02% 153
2020
Q4 		$251K Hold
1,475
– – 0.02% 157
2020
Q3 		$214K Buy
+1,475
New +$208K 0.02% 156
2020
Q1 		– Sell
-1,325
Closed -$204K – 160
2019
Q4 		$204K Buy
+1,325
New +$199K 0.02% 157

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

Waters Parkerson & Co's VIS Position: Q1 2026 in Review

Waters Parkerson & Co held its Vanguard Industrials ETF (VIS) position steady in Q1 2026 at 1,375 shares worth $429K. The position accounts for 0.02% of the portfolio, ranked #147.

Waters Parkerson & Co first reported a position in VIS in Q4 2019 and has held it in 24 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Waters Parkerson & Co held 1,375 shares of Vanguard Industrials ETF worth $429K as of Q1 2026.
  • Waters Parkerson & Co left its Vanguard Industrials ETF share count unchanged in Q1 2026.
  • Vanguard Industrials ETF made up 0.02% of Waters Parkerson & Co's portfolio in Q1 2026, its #147 holding.
  • Waters Parkerson & Co first reported a position in Vanguard Industrials ETF in Q4 2019 and has held it in 24 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Waters Parkerson & Co's 13F filing for Q1 2026, filed 29 Apr 2026.