Aspiriant LLC’s Vanguard Industrials ETF VIS Stock Holding History

Aspiriant LLC’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	-681	Closed	-$245K	–	457
2026 Q2	$245K	Sell	681 -620	-48%	-$210K	0.01%	348
2026 Q1	$406K	Buy	+1,301	New	+$422K	0.01%	244
2024 Q3	–	Sell	-2,768	Closed	-$651K	–	309
2024 Q2	$651K	Buy	2,768 +3	+0.1%	+$715	0.03%	172
2024 Q1	$675K	Hold	2,765	–	–	0.03%	168
2023 Q4	$609K	Hold	2,765	–	–	0.03%	174
2023 Q3	$539K	Buy	2,765 +100	+4%	+$20.5K	0.03%	170
2023 Q2	$548K	Hold	2,665	–	–	0.03%	174
2023 Q1	$508K	Buy	+2,665	New	+$506K	0.03%	174
2016 Q2	–	Sell	-2,753	Closed	-$290K	–	192
2016 Q1	$290K	Buy	+2,753	New	+$269K	0.03%	152
2014 Q3	–	Sell	-3,334	Closed	-$348K	–	84
2014 Q2	$348K	Sell	3,334 -432	-11%	-$44.2K	0.05%	71
2014 Q1	$379K	Buy	+3,766	New	+$371K	0.05%	69

Other funds holding VIS

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

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 Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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 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

Aspiriant LLC's VIS Position: Q3 2026 in Review

Aspiriant LLC sold out of Vanguard Industrials ETF (VIS) in Q3 2026, closing a stake of 681 shares — an estimated $245K sold.

Aspiriant LLC first reported a position in VIS in Q1 2014 and held it in 11 quarters. The position peaked at $675K in Q1 2024. 125 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

Aspiriant LLC reported no remaining Vanguard Industrials ETF position as of Q3 2026 after selling out during the quarter.
Aspiriant LLC sold 681 Vanguard Industrials ETF shares in Q3 2026, an estimated $245K.
Aspiriant LLC first reported a position in Vanguard Industrials ETF in Q1 2014 and held it in 11 quarters.
Aspiriant LLC's Vanguard Industrials ETF position peaked at $675K in Q1 2024.
125 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.