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 Q3	$10K	Hold	32	–	–	﹤0.01%	594
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	+$4.26K	﹤0.01%	254

Other funds holding VIS

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Avion Wealth's VIS Position: Q3 2026 in Review

Avion Wealth held its Vanguard Industrials ETF (VIS) position steady in Q3 2026 at 32 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Avion Wealth first reported a position in VIS in Q1 2020 and has held it in 27 quarters since. The position peaked at $24K in Q1 2026. 421 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

Avion Wealth held 32 shares of Vanguard Industrials ETF worth $10K as of Q3 2026.
Avion Wealth left its Vanguard Industrials ETF share count unchanged in Q3 2026.
Vanguard Industrials ETF made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #594 holding.
Avion Wealth first reported a position in Vanguard Industrials ETF in Q1 2020 and has held it in 27 quarters since.
Avion Wealth's Vanguard Industrials ETF position peaked at $24K in Q1 2026.
421 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.