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

Avantax 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
2025 Q2	$3.15M	Sell	11,236 -1,029	-8%	-$266K	0.02%	602
2025 Q1	$3.04M	Sell	12,265 -274	-2%	-$70.9K	0.02%	573
2024 Q4	$3.19M	Sell	12,539 -521	-4%	-$139K	0.02%	543
2024 Q3	$3.4M	Sell	13,060 -718	-5%	-$176K	0.02%	507
2024 Q2	$3.24M	Sell	13,778 -319	-2%	-$76K	0.02%	499
2024 Q1	$3.44M	Buy	14,097 +4,918	+54%	+$1.12M	0.03%	394
2023 Q4	$2.02M	Sell	9,179 -6,844	-43%	-$1.38M	0.02%	496
2023 Q3	$3.12M	Buy	16,023 +7,688	+92%	+$1.58M	0.04%	349
2023 Q2	$1.71M	Sell	8,335 -576	-6%	-$110K	0.02%	504
2023 Q1	$1.7M	Sell	8,911 -114	-1%	-$21.7K	0.02%	487
2022 Q4	$1.65M	Buy	9,025 +4,431	+96%	+$793K	0.02%	475
2022 Q3	$724K	Sell	4,594 -109	-2%	-$19K	0.01%	647
2022 Q2	$768K	Buy	4,703 +207	+5%	+$36.6K	0.01%	633
2022 Q1	$874K	Buy	4,496 +173	+4%	+$33.3K	0.01%	586
2021 Q4	$877K	Sell	4,323 -998	-19%	-$199K	0.01%	561
2021 Q3	$998K	Sell	5,321 -435	-8%	-$85.3K	0.02%	491
2021 Q2	$1.14M	Buy	5,756 +1,075	+23%	+$211K	0.02%	446
2021 Q1	$886K	Buy	4,681 +2,149	+85%	+$383K	0.02%	456
2020 Q4	$430K	Sell	2,532 -956	-27%	-$153K	0.01%	600
2020 Q3	$504K	Buy	+3,488	New	+$492K	0.01%	778

Other funds holding VIS

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

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

PCH

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

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

BCMIO

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Advisory Services's VIS Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vanguard Industrials ETF (VIS) stake by 8.4% in Q2 2025, selling an estimated $266K and leaving 11,236 shares worth $3.15M. The position accounts for 0.02% of the portfolio, ranked #602.

Avantax Advisory Services first reported a position in VIS in Q3 2020 and has held it in 20 quarters since. The position peaked at $3.44M in Q1 2024. 524 funds tracked by Wall St. Rank hold VIS as of Q2 2025.

Avantax Advisory Services held 11,236 shares of Vanguard Industrials ETF worth $3.15M as of Q2 2025.
Avantax Advisory Services sold 1,029 Vanguard Industrials ETF shares in Q2 2025, an estimated $266K.
Vanguard Industrials ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #602 holding.
Avantax Advisory Services first reported a position in Vanguard Industrials ETF in Q3 2020 and has held it in 20 quarters since.
Avantax Advisory Services's Vanguard Industrials ETF position peaked at $3.44M in Q1 2024.
524 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.