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Waverly Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Waverly Advisors’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 		$264K Buy
845
+74
+10% +$24K ﹤0.01% 1371
2025
Q4 		$230K Buy
+771
New +$229K ﹤0.01% 1332
2014
Q1 		– Sell
-913
Closed -$91K – 834
2013
Q4 		$91K Hold
913
– – 0.03% 250
2013
Q3 		$82K Buy
+913
New +$79.1K 0.04% 178

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

Waverly Advisors's VIS Position: Q1 2026 in Review

Waverly Advisors increased its Vanguard Industrials ETF (VIS) stake by 9.6% in Q1 2026, buying an estimated $24K and bringing the position to 845 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Waverly Advisors first reported a position in VIS in Q3 2013 and has held it in 4 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Waverly Advisors held 845 shares of Vanguard Industrials ETF worth $264K as of Q1 2026.
  • Waverly Advisors bought 74 Vanguard Industrials ETF shares in Q1 2026, an estimated $24K.
  • Vanguard Industrials ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1371 holding.
  • Waverly Advisors first reported a position in Vanguard Industrials ETF in Q3 2013 and has held it in 4 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.