WESPAC Advisors’s Vanguard Industrials ETF VIS Stock Holding History

WESPAC 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	$451K	Hold	1,445	–	–	0.25%	114
2025 Q4	$431K	Sell	1,445 -802	-36%	-$238K	0.23%	113
2025 Q3	$666K	Sell	2,247 -2,570	-53%	-$745K	0.39%	96
2025 Q2	$1.35M	Buy	+4,817	New	+$1.24M	0.94%	26
2014 Q3	–	Sell	-8,612	Closed	-$898K	–	143
2014 Q2	$898K	Sell	8,612 -625	-7%	-$64K	1.02%	34
2014 Q1	$929K	Sell	9,237 -653	-7%	-$64.4K	0.8%	47
2013 Q4	$989K	Sell	9,890 -2,085	-17%	-$197K	0.82%	44
2013 Q3	$1.07M	Buy	11,975 +1,740	+17%	+$151K	1.25%	27
2013 Q2	$835K	Buy	+10,235	New	+$827K	1.27%	29

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

WESPAC Advisors's VIS Position: Q1 2026 in Review

WESPAC Advisors held its Vanguard Industrials ETF (VIS) position steady in Q1 2026 at 1,445 shares worth $451K. The position accounts for 0.25% of the portfolio, ranked #114.

WESPAC Advisors first reported a position in VIS in Q2 2013 and has held it in 9 quarters since. The position peaked at $1.35M in Q2 2025. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

WESPAC Advisors held 1,445 shares of Vanguard Industrials ETF worth $451K as of Q1 2026.
WESPAC Advisors left its Vanguard Industrials ETF share count unchanged in Q1 2026.
Vanguard Industrials ETF made up 0.25% of WESPAC Advisors's portfolio in Q1 2026, its #114 holding.
WESPAC Advisors first reported a position in Vanguard Industrials ETF in Q2 2013 and has held it in 9 quarters since.
WESPAC Advisors's Vanguard Industrials ETF position peaked at $1.35M in Q2 2025.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.