ZF
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Zhang Financial’s Vanguard Industrials ETF VIS Stock Holding History

Zhang Financial’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 		$1M Hold
3,203
– – 0.03% 187
2025
Q4 		$956K Hold
3,203
– – 0.04% 181
2025
Q3 		$949K Hold
3,203
– – 0.04% 176
2025
Q2 		$897K Sell
3,203
-551
-15% -$142K 0.04% 174
2025
Q1 		$929K Buy
3,754
+587
+19% +$152K 0.05% 162
2024
Q4 		$806K Buy
3,167
+1,177
+59% +$313K 0.05% 172
2024
Q3 		$518K Hold
1,990
– – 0.03% 193
2024
Q2 		$468K Hold
1,990
– – 0.03% 194
2024
Q1 		$486K Hold
1,990
– – 0.04% 193
2023
Q4 		$439K Hold
1,990
– – 0.04% 189
2023
Q3 		$388K Buy
+1,990
New +$408K 0.04% 183

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

Zhang Financial's VIS Position: Q1 2026 in Review

Zhang Financial held its Vanguard Industrials ETF (VIS) position steady in Q1 2026 at 3,203 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #187.

Zhang Financial first reported a position in VIS in Q3 2023 and has held it in 11 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Zhang Financial held 3,203 shares of Vanguard Industrials ETF worth $1M as of Q1 2026.
  • Zhang Financial left its Vanguard Industrials ETF share count unchanged in Q1 2026.
  • Vanguard Industrials ETF made up 0.03% of Zhang Financial's portfolio in Q1 2026, its #187 holding.
  • Zhang Financial first reported a position in Vanguard Industrials ETF in Q3 2023 and has held it in 11 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.