Archford Capital Strategies’s Vanguard Industrials ETF VIS Stock Holding History

Archford Capital Strategies’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	$312K	Hold	867	–	–	0.03%	301
2026 Q1	$271K	Hold	867	–	–	0.03%	300
2025 Q4	$259K	Hold	867	–	–	0.03%	298
2025 Q3	$257K	Hold	867	–	–	0.03%	290
2025 Q2	$243K	Hold	867	–	–	0.03%	287
2025 Q1	$215K	Hold	867	–	–	0.03%	277
2024 Q4	$220K	Hold	867	–	–	0.03%	252
2024 Q3	$231K	Sell	867 -295	-25%	-$72.2K	0.03%	240
2024 Q2	$273K	Hold	1,162	–	–	0.04%	224
2024 Q1	$284K	Hold	1,162	–	–	0.05%	228
2023 Q4	$256K	Hold	1,162	–	–	0.05%	221
2023 Q3	$227K	Hold	1,162	–	–	0.05%	251
2023 Q2	$245K	Hold	1,162	–	–	0.05%	255
2023 Q1	$213K	Sell	1,162 -22	-2%	-$4.18K	0.04%	263
2022 Q4	$216K	Sell	1,184 -153	-11%	-$27.4K	0.05%	256
2022 Q3	$211K	Sell	1,337 -28	-2%	-$4.88K	0.05%	260
2022 Q2	$223K	Hold	1,365	–	–	0.06%	245
2022 Q1	$260K	Sell	1,365 -18	-1%	-$3.46K	0.06%	252
2021 Q4	$281K	Sell	1,383 -39	-3%	-$7.79K	0.06%	255
2021 Q3	$267K	Sell	1,422 -56	-4%	-$11K	0.06%	265
2021 Q2	$290K	Sell	1,478 -300	-17%	-$59K	0.07%	246
2021 Q1	$345K	Buy	1,778 +246	+16%	+$43.8K	0.09%	220
2020 Q4	$267K	Sell	1,532 -41	-3%	-$6.56K	0.06%	241
2020 Q3	$228K	Sell	1,573 -13	-0.8%	-$1.83K	0.06%	236
2020 Q2	$206K	Sell	1,586 -3,870	-71%	-$472K	0.06%	238
2020 Q1	$602K	Sell	5,456 -927	-15%	-$131K	0.24%	127
2019 Q4	$982K	Sell	6,383 -472	-7%	-$71K	0.34%	92
2019 Q3	$1M	Sell	6,855 -412	-6%	-$59.5K	0.37%	83
2019 Q2	$1.06M	Sell	7,267 -885	-11%	-$126K	0.39%	77
2019 Q1	$1.14M	Sell	8,152 -3,406	-29%	-$461K	0.42%	68
2018 Q4	$1.39M	Sell	11,558 -1,484	-11%	-$197K	0.56%	45
2018 Q3	$1.93M	Sell	13,042 -618	-5%	-$89.1K	0.7%	35
2018 Q2	$1.85M	Sell	13,660 -3,507	-20%	-$489K	0.65%	38
2018 Q1	$2.44M	Buy	17,167 +309	+2%	+$44.5K	1.02%	31
2017 Q4	$2.4M	Sell	16,858 -2,355	-12%	-$323K	0.89%	34
2017 Q3	$2.58M	Buy	19,213 +259	+1%	+$33.5K	0.97%	25
2017 Q2	$2.43M	Buy	18,954 +233	+1%	+$29.4K	0.96%	28
2017 Q1	$2.32M	Sell	18,721 -15,051	-45%	-$1.85M	0.87%	24
2016 Q4	$4.03M	Sell	33,772 -1,383	-4%	-$159K	1.7%	8
2016 Q3	$3.9M	Buy	35,155 +979	+3%	+$108K	1.61%	7
2016 Q2	$3.63M	Sell	34,176 -1,581	-4%	-$167K	1.91%	6
2016 Q1	$3.76M	Buy	35,757 +900	+3%	+$87.8K	1.8%	6
2015 Q4	$3.52M	Buy	34,857 +963	+3%	+$98.4K	1.6%	8
2015 Q3	$3.22M	Buy	33,894 +1,004	+3%	+$102K	2.41%	7
2015 Q2	$3.44M	Buy	32,890 +3,700	+13%	+$399K	2.46%	7
2015 Q1	$3.13M	Buy	29,190 +1,795	+7%	+$191K	2.16%	10
2014 Q4	$2.93M	Buy	27,395 +510	+2%	+$53.3K	2.15%	8
2014 Q3	$2.73M	Buy	26,885 +1,771	+7%	+$183K	2.17%	6
2014 Q2	$2.62M	Buy	25,114 +3,093	+14%	+$316K	2.03%	6
2014 Q1	$2.22M	Buy	+22,021	New	+$2.17M	1.85%	5

Other funds holding VIS

CCA

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

MWM

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

MPWT

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 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

BRWA

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

Archford Capital Strategies's VIS Position: Q2 2026 in Review

Archford Capital Strategies held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 867 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #301.

Archford Capital Strategies first reported a position in VIS in Q1 2014 and has held it in 50 quarters since. The position peaked at $4.03M in Q4 2016. 88 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Archford Capital Strategies held 867 shares of Vanguard Industrials ETF worth $312K as of Q2 2026.
Archford Capital Strategies left its Vanguard Industrials ETF share count unchanged in Q2 2026.
Vanguard Industrials ETF made up 0.03% of Archford Capital Strategies's portfolio in Q2 2026, its #301 holding.
Archford Capital Strategies first reported a position in Vanguard Industrials ETF in Q1 2014 and has held it in 50 quarters since.
Archford Capital Strategies's Vanguard Industrials ETF position peaked at $4.03M in Q4 2016.
88 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.