WWM
VIS icon

Western Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Western Wealth Management’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 		$1.18M Buy
3,781
+53
+1% +$17.2K 0.04% 393
2025
Q4 		$1.11M Buy
3,728
+213
+6% +$63.2K 0.05% 318
2025
Q3 		$1.04M Sell
3,515
-200
-5% -$58K 0.05% 299
2025
Q2 		$1.04M Hold
3,715
– – 0.06% 267
2025
Q1 		$920K Hold
3,715
– – 0.06% 273
2024
Q4 		$945K Hold
3,715
– – 0.06% 257
2024
Q3 		$966K Buy
3,715
+28
+0.8% +$6.86K 0.06% 323
2024
Q2 		$867K Buy
3,687
+14
+0.4% +$3.33K 0.06% 253
2024
Q1 		$897K Sell
3,673
-241
-6% -$54.7K 0.07% 245
2023
Q4 		$863K Buy
3,914
+4
+0.1% +$806 0.06% 302
2023
Q3 		$762K Buy
3,910
+42
+1% +$8.62K 0.06% 304
2023
Q2 		$795K Sell
3,868
-120
-3% -$22.9K 0.07% 279
2023
Q1 		$760K Buy
3,988
+161
+4% +$30.6K 0.07% 281
2022
Q4 		$699K Sell
3,827
-3,495
-48% -$625K 0.07% 286
2022
Q3 		$1.16M Buy
7,322
+66
+0.9% +$11.5K 0.07% 276
2022
Q2 		$1.19M Hold
7,256
– – 0.07% 267
2022
Q1 		$1.41M Buy
7,256
+4,091
+129% +$787K 0.07% 266
2021
Q4 		$640K Buy
+3,165
New +$633K 0.06% 281
2021
Q2 		$472K Buy
2,391
+349
+17% +$68.6K 0.05% 368
2021
Q1 		$387K Buy
2,042
+508
+33% +$90.4K 0.05% 342
2020
Q4 		$261K Buy
1,534
+32
+2% +$5.12K 0.04% 381
2020
Q3 		$218K Sell
1,502
-273
-15% -$38.5K 0.04% 396
2020
Q2 		$230K Buy
+1,775
New +$217K 0.04% 366
2020
Q1 		– Sell
-1,897
Closed -$292K – 425
2019
Q4 		$292K Sell
1,897
-33
-2% -$4.96K 0.04% 315
2019
Q3 		$283K Buy
1,930
+118
+7% +$17.1K 0.06% 303
2019
Q2 		$264K Sell
1,812
-457
-20% -$65.2K 0.03% 334
2019
Q1 		$316K Buy
2,269
+106
+5% +$14.3K 0.07% 275
2018
Q4 		$260K Buy
+2,163
New +$287K 0.07% 275

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

Western Wealth Management's VIS Position: Q1 2026 in Review

Western Wealth Management increased its Vanguard Industrials ETF (VIS) stake by 1.4% in Q1 2026, buying an estimated $17.2K and bringing the position to 3,781 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #393.

Western Wealth Management first reported a position in VIS in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.41M in Q1 2022. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Western Wealth Management held 3,781 shares of Vanguard Industrials ETF worth $1.18M as of Q1 2026.
  • Western Wealth Management bought 53 Vanguard Industrials ETF shares in Q1 2026, an estimated $17.2K.
  • Vanguard Industrials ETF made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #393 holding.
  • Western Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2018 and has held it in 28 quarters since.
  • Western Wealth Management's Vanguard Industrials ETF position peaked at $1.41M in Q1 2022.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.