Winthrop Capital Management’s Vanguard Industrials ETF VIS Stock Holding History

Winthrop Capital 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 Q2	$289K	Hold	801	–	–	0.07%	110
2026 Q1	$250K	Buy	801 +1	+0.1%	+$325	0.06%	116
2025 Q4	$239K	Hold	800	–	–	0.06%	122
2025 Q3	$237K	Sell	800 -154	-16%	-$44.6K	0.06%	118
2025 Q2	$267K	Hold	954	–	–	0.07%	119
2025 Q1	$236K	Buy	954 +23	+2%	+$5.95K	0.06%	114
2024 Q4	$237K	Sell	931 -32	-3%	-$8.52K	0.06%	124
2024 Q3	$250K	Buy	963 +1	+0.1%	+$245	0.12%	59
2024 Q2	$226K	Sell	962 -191	-17%	-$45.5K	0.11%	57
2024 Q1	$282K	Hold	1,153	–	–	0.13%	57
2023 Q4	$254K	Buy	+1,153	New	+$232K	0.08%	114

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Winthrop Capital Management's VIS Position: Q2 2026 in Review

Winthrop Capital Management held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 801 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #110.

Winthrop Capital Management first reported a position in VIS in Q4 2023 and has held it in 11 quarters since. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Winthrop Capital Management held 801 shares of Vanguard Industrials ETF worth $289K as of Q2 2026.
Winthrop Capital Management left its Vanguard Industrials ETF share count unchanged in Q2 2026.
Vanguard Industrials ETF made up 0.07% of Winthrop Capital Management's portfolio in Q2 2026, its #110 holding.
Winthrop Capital Management first reported a position in Vanguard Industrials ETF in Q4 2023 and has held it in 11 quarters since.
626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.