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

Allied 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
Q2 		$280K Hold
778
– – 0.04% 92
2026
Q1 		$243K Sell
778
-228
-23% -$74K 0.03% 89
2025
Q4 		$300K Hold
1,006
– – 0.05% 84
2025
Q3 		$298K Sell
1,006
-57
-5% -$16.5K 0.05% 80
2025
Q2 		$298K Hold
1,063
– – 0.05% 75
2025
Q1 		$263K Hold
1,063
– – 0.05% 75
2024
Q4 		$270K Hold
1,063
– – 0.05% 70
2024
Q3 		$276K Hold
1,063
– – 0.05% 63
2024
Q2 		$250K Sell
1,063
-18
-2% -$4.29K 0.06% 61
2024
Q1 		$264K Sell
1,081
-14
-1% -$3.18K 0.06% 57
2023
Q4 		$241K Sell
1,095
-70
-6% -$14.1K 0.07% 58
2023
Q3 		$227K Hold
1,165
– – 0.07% 54
2023
Q2 		$239K Hold
1,165
– – 0.07% 54
2023
Q1 		$222K Hold
1,165
– – 0.07% 54
2022
Q4 		$213K Buy
+1,165
New +$208K 0.07% 53
2022
Q2 		– Sell
-1,100
Closed -$214K – 60
2022
Q1 		$214K Hold
1,100
– – 0.07% 55
2021
Q4 		$223K Buy
1,100
+30
+3% +$6K 0.08% 56
2021
Q3 		$201K Buy
1,070
+40
+4% +$7.85K 0.08% 54
2021
Q2 		$202K Buy
+1,030
New +$202K 0.08% 55

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

Allied Investment Advisors's VIS Position: Q2 2026 in Review

Allied Investment Advisors held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 778 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #92.

Allied Investment Advisors first reported a position in VIS in Q2 2021 and has held it in 19 quarters since. The position peaked at $300K in Q4 2025. 625 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Allied Investment Advisors held 778 shares of Vanguard Industrials ETF worth $280K as of Q2 2026.
  • Allied Investment Advisors left its Vanguard Industrials ETF share count unchanged in Q2 2026.
  • Vanguard Industrials ETF made up 0.04% of Allied Investment Advisors's portfolio in Q2 2026, its #92 holding.
  • Allied Investment Advisors first reported a position in Vanguard Industrials ETF in Q2 2021 and has held it in 19 quarters since.
  • Allied Investment Advisors's Vanguard Industrials ETF position peaked at $300K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.