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 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 $1.37T 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

Winthrop Capital Management's VIS Position: Q1 2026 in Review

Winthrop Capital Management increased its Vanguard Industrials ETF (VIS) stake by 0.13% in Q1 2026, buying an estimated $325 and bringing the position to 801 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #116.

Winthrop Capital Management first reported a position in VIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $282K in Q1 2024. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Winthrop Capital Management held 801 shares of Vanguard Industrials ETF worth $250K as of Q1 2026.
Winthrop Capital Management bought 1 Vanguard Industrials ETF share in Q1 2026, an estimated $325.
Vanguard Industrials ETF made up 0.06% of Winthrop Capital Management's portfolio in Q1 2026, its #116 holding.
Winthrop Capital Management first reported a position in Vanguard Industrials ETF in Q4 2023 and has held it in 10 quarters since.
Winthrop Capital Management's Vanguard Industrials ETF position peaked at $282K in Q1 2024.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.