Arkadios Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Arkadios Wealth 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 Q1	$663K	Buy	2,122 +277	+15%	+$89.9K	0.01%	975
2025 Q4	$550K	Buy	1,845 +49	+3%	+$14.5K	0.01%	959
2025 Q3	$532K	Buy	1,796 +629	+54%	+$182K	0.01%	907
2025 Q2	$327K	Sell	1,167 -295	-20%	-$76.2K	0.01%	1025
2025 Q1	$362K	Buy	+1,462	New	+$378K	0.01%	829
2021 Q4	–	Sell	-198	Closed	-$37K	–	1744
2021 Q3	$37K	Hold	198	–	–	0.01%	987
2021 Q2	$38K	Hold	198	–	–	﹤0.01%	1024
2021 Q1	$37K	Buy	+198	New	+$35.3K	0.01%	782

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Arkadios Wealth Advisors's VIS Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Vanguard Industrials ETF (VIS) stake by 15% in Q1 2026, buying an estimated $89.9K and bringing the position to 2,122 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #975.

Arkadios Wealth Advisors first reported a position in VIS in Q1 2021 and has held it in 8 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Arkadios Wealth Advisors held 2,122 shares of Vanguard Industrials ETF worth $663K as of Q1 2026.
Arkadios Wealth Advisors bought 277 Vanguard Industrials ETF shares in Q1 2026, an estimated $89.9K.
Vanguard Industrials ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #975 holding.
Arkadios Wealth Advisors first reported a position in Vanguard Industrials ETF in Q1 2021 and has held it in 8 quarters since.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.