Avidian Wealth Enterprises’s Vanguard Industrials ETF VIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$213K Hold
664
– – 0.01% 706
2026
Q2
$239K Hold
664
– – 0.01% 652
2026
Q1
$207K Buy
+664
New +$216K 0.01% 643

Other funds holding VIS

Avidian Wealth Enterprises's VIS Position: Q3 2026 in Review

Avidian Wealth Enterprises held its Vanguard Industrials ETF (VIS) position steady in Q3 2026 at 664 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #706.

Avidian Wealth Enterprises first reported a position in VIS in Q1 2026 and has held it in 3 quarters since. The position peaked at $239K in Q2 2026. 177 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • Avidian Wealth Enterprises held 664 shares of Vanguard Industrials ETF worth $213K as of Q3 2026.
  • Avidian Wealth Enterprises left its Vanguard Industrials ETF share count unchanged in Q3 2026.
  • Vanguard Industrials ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #706 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Industrials ETF in Q1 2026 and has held it in 3 quarters since.
  • Avidian Wealth Enterprises's Vanguard Industrials ETF position peaked at $239K in Q2 2026.
  • 177 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.