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Advisor OS’s Vanguard Industrials ETF VIS Stock Holding History

Advisor OS’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 		– Sell
-1,203
Closed -$376K – 626
2026
Q1 		$376K Buy
+1,203
New +$391K 0.03% 371
2022
Q1 		– Sell
-2,910
Closed -$591K – 248
2021
Q4 		$591K Sell
2,910
-1,756
-38% -$351K 0.12% 153
2021
Q3 		$877K Sell
4,666
-930
-17% -$182K 0.19% 101
2021
Q2 		$1.1M Buy
5,596
+1,000
+22% +$197K 0.23% 85
2021
Q1 		$870K Buy
+4,596
New +$818K 0.2% 89
2020
Q4 		– Sell
-18,389
Closed -$2.67M – 163
2020
Q3 		$2.67M Buy
+18,389
New +$2.59M 1.12% 18

Other funds holding VIS

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Advisor OS's VIS Position: Q2 2026 in Review

Advisor OS sold out of Vanguard Industrials ETF (VIS) in Q2 2026, closing a stake of 1,203 shares — an estimated $376K sold.

Advisor OS first reported a position in VIS in Q3 2020 and held it in 6 quarters. The position peaked at $2.67M in Q3 2020. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Advisor OS reported no remaining Vanguard Industrials ETF position as of Q2 2026 after selling out during the quarter.
  • Advisor OS sold 1,203 Vanguard Industrials ETF shares in Q2 2026, an estimated $376K.
  • Advisor OS first reported a position in Vanguard Industrials ETF in Q3 2020 and held it in 6 quarters.
  • Advisor OS's Vanguard Industrials ETF position peaked at $2.67M in Q3 2020.
  • 621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.