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Axxcess Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Axxcess Wealth Management’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 		$864K Sell
2,398
-131
-5% -$44.4K 0.01% 564
2026
Q1 		$790K Buy
2,529
+84
+3% +$27.3K 0.03% 258
2025
Q4 		$729K Sell
2,445
-159
-6% -$47.2K 0.01% 580
2025
Q3 		$771K Buy
2,604
+145
+6% +$42K 0.02% 508
2025
Q2 		$689K Sell
2,459
-450
-15% -$116K 0.02% 514
2025
Q1 		$720K Buy
2,909
+2,101
+260% +$544K 0.02% 471
2024
Q4 		$206K Buy
+808
New +$215K ﹤0.01% 813
2022
Q2 		– Sell
-1,927
Closed -$375K – 678
2022
Q1 		$375K Buy
+1,927
New +$371K 0.03% 422

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

Axxcess Wealth Management's VIS Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Vanguard Industrials ETF (VIS) stake by 5.2% in Q2 2026, selling an estimated $44.4K and leaving 2,398 shares worth $864K. The position accounts for 0.01% of the portfolio, ranked #564.

Axxcess Wealth Management first reported a position in VIS in Q1 2022 and has held it in 8 quarters since. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Axxcess Wealth Management held 2,398 shares of Vanguard Industrials ETF worth $864K as of Q2 2026.
  • Axxcess Wealth Management sold 131 Vanguard Industrials ETF shares in Q2 2026, an estimated $44.4K.
  • Vanguard Industrials ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #564 holding.
  • Axxcess Wealth Management first reported a position in Vanguard Industrials ETF in Q1 2022 and has held it in 8 quarters since.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.