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Avion Wealth’s Vanguard Industrials ETF VIS Stock Holding History

Avion Wealth’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 		$11K Sell
32
-46
-59% -$15.6K ﹤0.01% 588
2026
Q1 		$24K Buy
78
+46
+144% +$14.9K 0.01% 305
2025
Q4 		$9K Hold
32
– – ﹤0.01% 527
2025
Q3 		$9K Hold
32
– – ﹤0.01% 521
2025
Q2 		$8K Hold
32
– – ﹤0.01% 535
2025
Q1 		$8K Hold
32
– – ﹤0.01% 455
2024
Q4 		$8K Buy
32
+1
+3% +$266 ﹤0.01% 454
2024
Q3 		$8K Hold
31
– – ﹤0.01% 423
2024
Q2 		$7K Hold
31
– – ﹤0.01% 415
2024
Q1 		$8K Hold
31
– – ﹤0.01% 365
2023
Q4 		$7K Hold
31
– – ﹤0.01% 348
2023
Q3 		$6K Hold
31
– – ﹤0.01% 343
2023
Q2 		$6K Hold
31
– – ﹤0.01% 347
2023
Q1 		$5K Buy
31
+1
+3% +$190 ﹤0.01% 327
2022
Q4 		$4K Hold
30
– – ﹤0.01% 345
2022
Q3 		$5K Hold
30
– – ﹤0.01% 335
2022
Q2 		$5K Hold
30
– – ﹤0.01% 335
2022
Q1 		$6K Hold
30
– – ﹤0.01% 282
2021
Q4 		$6K Hold
30
– – ﹤0.01% 284
2021
Q3 		$6K Hold
30
– – ﹤0.01% 276
2021
Q2 		$6K Hold
30
– – ﹤0.01% 263
2021
Q1 		$6K Hold
30
– – ﹤0.01% 252
2020
Q4 		$5K Hold
30
– – ﹤0.01% 284
2020
Q3 		$4K Hold
30
– – ﹤0.01% 251
2020
Q2 		$4K Hold
30
– – ﹤0.01% 224
2020
Q1 		$3K Buy
+30
New +$4.25K ﹤0.01% 254

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Avion Wealth's VIS Position: Q2 2026 in Review

Avion Wealth reduced its Vanguard Industrials ETF (VIS) stake by 59% in Q2 2026, selling an estimated $15.6K and leaving 32 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Avion Wealth first reported a position in VIS in Q1 2020 and has held it in 26 quarters since. The position peaked at $24K in Q1 2026. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Avion Wealth held 32 shares of Vanguard Industrials ETF worth $11K as of Q2 2026.
  • Avion Wealth sold 46 Vanguard Industrials ETF shares in Q2 2026, an estimated $15.6K.
  • Vanguard Industrials ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #588 holding.
  • Avion Wealth first reported a position in Vanguard Industrials ETF in Q1 2020 and has held it in 26 quarters since.
  • Avion Wealth's Vanguard Industrials ETF position peaked at $24K in Q1 2026.
  • 621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.