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World Investment Advisors’s Vanguard Industrials ETF VIS Stock Holding History

World Investment Advisors’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 		$1.21M Buy
3,871
+328
+9% +$107K 0.02% 646
2025
Q4 		$1.06M Buy
3,543
+1,398
+65% +$415K 0.02% 668
2025
Q3 		$636K Sell
2,145
-28
-1% -$8.11K 0.01% 704
2025
Q2 		$609K Sell
2,173
-7
-0.3% -$1.81K 0.01% 665
2025
Q1 		$540K Sell
2,180
-10,965
-83% -$2.84M 0.01% 678
2024
Q4 		$3.34M Buy
13,145
+54
+0.4% +$14.4K 0.09% 250
2024
Q3 		$3.4M Buy
+13,091
New +$3.21M 0.11% 218

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

World Investment Advisors's VIS Position: Q1 2026 in Review

World Investment Advisors increased its Vanguard Industrials ETF (VIS) stake by 9.3% in Q1 2026, buying an estimated $107K and bringing the position to 3,871 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #646.

World Investment Advisors first reported a position in VIS in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.4M in Q3 2024. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • World Investment Advisors held 3,871 shares of Vanguard Industrials ETF worth $1.21M as of Q1 2026.
  • World Investment Advisors bought 328 Vanguard Industrials ETF shares in Q1 2026, an estimated $107K.
  • Vanguard Industrials ETF made up 0.02% of World Investment Advisors's portfolio in Q1 2026, its #646 holding.
  • World Investment Advisors first reported a position in Vanguard Industrials ETF in Q3 2024 and has held it in 7 quarters since.
  • World Investment Advisors's Vanguard Industrials ETF position peaked at $3.4M in Q3 2024.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.