Annex Advisory Services’s Vanguard Industrials ETF VIS Stock Holding History

Annex Advisory Services’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	$205K	Buy	+569	New	+$193K	﹤0.01%	348

Other funds holding VIS

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

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

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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Annex Advisory Services's VIS Position: Q2 2026 in Review

Annex Advisory Services opened a new position in Vanguard Industrials ETF (VIS) in Q2 2026: 569 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #348 among its holdings.

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

Annex Advisory Services held 569 shares of Vanguard Industrials ETF worth $205K as of Q2 2026.
Vanguard Industrials ETF was a new Annex Advisory Services position in Q2 2026.
Vanguard Industrials ETF made up ﹤0.01% of Annex Advisory Services's portfolio in Q2 2026, its #348 holding.
88 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.