Action Point Financial Planning’s Vanguard Industrials ETF VIS Stock Holding History

Action Point Financial Planning’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	$293K	Buy	+815	New	+$276K	0.03%	365

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

Action Point Financial Planning's VIS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Vanguard Industrials ETF (VIS) in Q2 2026: 815 shares worth $293K. The stake represents 0.03% of the portfolio and ranks #365 among its holdings.

619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Action Point Financial Planning held 815 shares of Vanguard Industrials ETF worth $293K as of Q2 2026.
Vanguard Industrials ETF was a new Action Point Financial Planning position in Q2 2026.
Vanguard Industrials ETF made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #365 holding.
619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.