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WhitTier Trust Company’s Vanguard Industrials ETF VIS Stock Holding History

WhitTier Trust Company’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
-190
Closed -$59.5K – 1468
2025
Q4 		$59.5K Hold
190
– – ﹤0.01% 683
2025
Q3 		$56.6K Hold
190
– – ﹤0.01% 666
2025
Q2 		$53.2K Hold
190
– – ﹤0.01% 771
2025
Q1 		$47K Buy
+190
New +$49.2K ﹤0.01% 788
2022
Q2 		– Sell
-82
Closed -$16K – 1184
2022
Q1 		$16K Buy
+82
New +$15.8K ﹤0.01% 851

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PCH
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

WhitTier Trust Company's VIS Position: Q1 2026 in Review

WhitTier Trust Company sold out of Vanguard Industrials ETF (VIS) in Q1 2026, closing a stake of 190 shares — an estimated $59.5K sold.

WhitTier Trust Company first reported a position in VIS in Q1 2022 and held it in 5 quarters. The position peaked at $59.5K in Q4 2025. 601 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • WhitTier Trust Company reported no remaining Vanguard Industrials ETF position as of Q1 2026 after selling out during the quarter.
  • WhitTier Trust Company sold 190 Vanguard Industrials ETF shares in Q1 2026, an estimated $59.5K.
  • WhitTier Trust Company first reported a position in Vanguard Industrials ETF in Q1 2022 and held it in 5 quarters.
  • WhitTier Trust Company's Vanguard Industrials ETF position peaked at $59.5K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.