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Alteri Wealth’s Vanguard Industrials ETF VIS Stock Holding History

Alteri Wealth’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 		$224K Buy
+622
New +$211K 0.06% 262

Other funds holding VIS

MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CA
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
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Alteri Wealth's VIS Position: Q2 2026 in Review

Alteri Wealth opened a new position in Vanguard Industrials ETF (VIS) in Q2 2026: 622 shares worth $224K. The stake represents 0.06% of the portfolio and ranks #262 among its holdings.

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

  • Alteri Wealth held 622 shares of Vanguard Industrials ETF worth $224K as of Q2 2026.
  • Vanguard Industrials ETF was a new Alteri Wealth position in Q2 2026.
  • Vanguard Industrials ETF made up 0.06% of Alteri Wealth's portfolio in Q2 2026, its #262 holding.
  • 279 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.