Wealthspire Advisors (New York)’s Vanguard Industrials ETF VIS Stock Holding History

Wealthspire Advisors (New York)’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	$1.7M	Buy	5,454 +4,498	+471%	+$1.46M	0.01%	310
2025 Q4	$285K	Sell	956 -93	-9%	-$27.6K	﹤0.01%	818
2025 Q3	$311K	Sell	1,049 -12	-1%	-$3.48K	﹤0.01%	651
2025 Q2	$297K	Buy	+1,061	New	+$274K	﹤0.01%	669
2025 Q1	–	Sell	-987	Closed	-$251K	–	830
2024 Q4	$251K	Sell	987 -7	-0.7%	-$1.86K	﹤0.01%	683
2024 Q3	$259K	Buy	+994	New	+$243K	﹤0.01%	654

Other funds holding VIS

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Wealthspire Advisors (New York)'s VIS Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Industrials ETF (VIS) stake by 471% in Q1 2026, buying an estimated $1.46M and bringing the position to 5,454 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #310.

Wealthspire Advisors (New York) first reported a position in VIS in Q3 2024 and has held it in 6 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Wealthspire Advisors (New York) held 5,454 shares of Vanguard Industrials ETF worth $1.7M as of Q1 2026.
Wealthspire Advisors (New York) bought 4,498 Vanguard Industrials ETF shares in Q1 2026, an estimated $1.46M.
Vanguard Industrials ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #310 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Industrials ETF in Q3 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 Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.