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Wealth Alliance’s Vanguard Industrials ETF VIS Stock Holding History

Wealth Alliance’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 		$587K Buy
1,880
+1
+0.1% +$325 0.06% 261
2025
Q4 		$561K Sell
1,879
-4
-0.2% -$1.19K 0.05% 281
2025
Q3 		$558K Sell
1,883
-8
-0.4% -$2.32K 0.06% 280
2025
Q2 		$530K Sell
1,891
-154
-8% -$39.8K 0.06% 279
2025
Q1 		$506K Buy
2,045
+22
+1% +$5.69K 0.06% 273
2024
Q4 		$515K Sell
2,023
-3
-0.1% -$798 0.06% 257
2024
Q3 		$527K Buy
2,026
+5
+0.2% +$1.22K 0.06% 256
2024
Q2 		$475K Sell
2,021
-3
-0.1% -$715 0.06% 259
2024
Q1 		$494K Sell
2,024
-86
-4% -$19.5K 0.06% 271
2023
Q4 		$465K Hold
2,110
– – 0.07% 269
2023
Q3 		$411K Sell
2,110
-31
-1% -$6.36K 0.06% 268
2023
Q2 		$440K Sell
2,141
-242
-10% -$46.3K 0.07% 271
2023
Q1 		$454K Sell
2,383
-22
-0.9% -$4.18K 0.07% 256
2022
Q4 		$439K Sell
2,405
-12
-0.5% -$2.15K 0.08% 256
2022
Q3 		$381K Buy
2,417
+27
+1% +$4.7K 0.08% 268
2022
Q2 		$391K Sell
2,390
-7
-0.3% -$1.24K 0.08% 256
2022
Q1 		$467K Buy
2,397
+19
+0.8% +$3.65K 0.1% 230
2021
Q4 		$483K Sell
2,378
-4
-0.2% -$800 0.1% 229
2021
Q3 		$447K Sell
2,382
-10
-0.4% -$1.96K 0.1% 229
2021
Q2 		$470K Buy
2,392
+337
+16% +$66.3K 0.11% 209
2021
Q1 		$389K Buy
2,055
+343
+20% +$61.1K 0.11% 224
2020
Q4 		$291K Buy
1,712
+101
+6% +$16.2K 0.09% 289
2020
Q3 		$233K Sell
1,611
-20
-1% -$2.82K 0.08% 288
2020
Q2 		$212K Buy
+1,631
New +$199K 0.08% 282

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

Wealth Alliance's VIS Position: Q1 2026 in Review

Wealth Alliance increased its Vanguard Industrials ETF (VIS) stake by 0.05% in Q1 2026, buying an estimated $325 and bringing the position to 1,880 shares worth $587K. The position accounts for 0.06% of the portfolio, ranked #261.

Wealth Alliance first reported a position in VIS in Q2 2020 and has held it in 24 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Wealth Alliance held 1,880 shares of Vanguard Industrials ETF worth $587K as of Q1 2026.
  • Wealth Alliance bought 1 Vanguard Industrials ETF share in Q1 2026, an estimated $325.
  • Vanguard Industrials ETF made up 0.06% of Wealth Alliance's portfolio in Q1 2026, its #261 holding.
  • Wealth Alliance first reported a position in Vanguard Industrials ETF in Q2 2020 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 Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.