Advantage Trust Company’s Vanguard Industrials ETF VIS Stock Holding History

Advantage Trust Company’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	$146K	Hold	406	–	–	0.05%	68
2026 Q1	$127K	Hold	406	–	–	0.06%	50
2025 Q4	$121K	Hold	406	–	–	0.05%	50
2025 Q3	$120K	Hold	406	–	–	0.05%	76
2025 Q2	$114K	Hold	406	–	–	0.06%	82
2025 Q1	$101K	Hold	406	–	–	0.06%	67
2024 Q4	$103K	Buy	406 +339	+506%	+$90.2K	0.06%	69
2024 Q3	$17.4K	Buy	+67	New	+$16.4K	0.01%	130

Other funds holding VIS

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FAP

Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

Advantage Trust Company's VIS Position: Q2 2026 in Review

Advantage Trust Company held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 406 shares worth $146K. The position accounts for 0.05% of the portfolio, ranked #68.

Advantage Trust Company first reported a position in VIS in Q3 2024 and has held it in 8 quarters since. 119 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Advantage Trust Company held 406 shares of Vanguard Industrials ETF worth $146K as of Q2 2026.
Advantage Trust Company left its Vanguard Industrials ETF share count unchanged in Q2 2026.
Vanguard Industrials ETF made up 0.05% of Advantage Trust Company's portfolio in Q2 2026, its #68 holding.
Advantage Trust Company first reported a position in Vanguard Industrials ETF in Q3 2024 and has held it in 8 quarters since.
119 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.