Annex Advisory Services
VIS icon

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
Q3 		– Sell
-569
Closed -$205K – 396
2026
Q2 		$205K Buy
+569
New +$193K ﹤0.01% 348

Other funds holding VIS

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CFGSD
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Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Annex Advisory Services's VIS Position: Q3 2026 in Review

Annex Advisory Services sold out of Vanguard Industrials ETF (VIS) in Q3 2026, closing a stake of 569 shares — an estimated $205K sold.

Annex Advisory Services first reported a position in VIS in Q2 2026 and held it in 1 quarter. The position peaked at $205K in Q2 2026. 121 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • Annex Advisory Services reported no remaining Vanguard Industrials ETF position as of Q3 2026 after selling out during the quarter.
  • Annex Advisory Services sold 569 Vanguard Industrials ETF shares in Q3 2026, an estimated $205K.
  • Annex Advisory Services first reported a position in Vanguard Industrials ETF in Q2 2026 and held it in 1 quarter.
  • Annex Advisory Services's Vanguard Industrials ETF position peaked at $205K in Q2 2026.
  • 121 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.