West Branch Capital’s Vanguard Industrials ETF VIS Stock Holding History

West Branch Capital’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	–	Sell	-4	Closed	-$1.19K	–	429
2025 Q4	$1.19K	Hold	4	–	–	﹤0.01%	350
2025 Q3	$1.19K	Buy	+4	New	+$1.16K	﹤0.01%	374
2024 Q3	–	Sell	-12	Closed	-$2.82K	–	645
2024 Q2	$2.82K	Hold	12	–	–	﹤0.01%	367
2024 Q1	$2.93K	Hold	12	–	–	﹤0.01%	363
2023 Q4	$2.65K	Hold	12	–	–	﹤0.01%	387
2023 Q3	$2.34K	Hold	12	–	–	﹤0.01%	383
2023 Q2	$2.47K	Hold	12	–	–	﹤0.01%	386
2023 Q1	$2.29K	Hold	12	–	–	﹤0.01%	391
2022 Q4	$2.19K	Hold	12	–	–	﹤0.01%	387
2022 Q3	$2K	Hold	12	–	–	﹤0.01%	410
2022 Q2	$2K	Hold	12	–	–	﹤0.01%	390
2022 Q1	$2K	Hold	12	–	–	﹤0.01%	393
2021 Q4	$2K	Hold	12	–	–	﹤0.01%	420
2021 Q3	$2K	Hold	12	–	–	﹤0.01%	397
2021 Q2	$2K	Buy	+12	New	+$2.36K	﹤0.01%	413

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

West Branch Capital's VIS Position: Q1 2026 in Review

West Branch Capital sold out of Vanguard Industrials ETF (VIS) in Q1 2026, closing a stake of 4 shares — an estimated $1.19K sold.

West Branch Capital first reported a position in VIS in Q2 2021 and held it in 15 quarters. The position peaked at $2.93K in Q1 2024. 601 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

West Branch Capital reported no remaining Vanguard Industrials ETF position as of Q1 2026 after selling out during the quarter.
West Branch Capital sold 4 Vanguard Industrials ETF shares in Q1 2026, an estimated $1.19K.
West Branch Capital first reported a position in Vanguard Industrials ETF in Q2 2021 and held it in 15 quarters.
West Branch Capital's Vanguard Industrials ETF position peaked at $2.93K in Q1 2024.
601 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.