Baldwin Wealth Partners’s Vanguard Industrials ETF VIS Stock Holding History

Baldwin Wealth Partners’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	$931K	Hold	2,583	–	–	0.06%	114
2026 Q1	$806K	Hold	2,583	–	–	0.06%	115
2025 Q4	$771K	Hold	2,583	–	–	0.05%	126
2025 Q3	$765K	Hold	2,583	–	–	0.05%	122
2025 Q2	$723K	Hold	2,583	–	–	0.05%	121
2025 Q1	$639K	Hold	2,583	–	–	0.04%	127
2024 Q4	$657K	Hold	2,583	–	–	0.05%	126
2024 Q3	$672K	Hold	2,583	–	–	0.05%	160
2024 Q2	$608K	Hold	2,583	–	–	0.05%	125
2024 Q1	$631K	Hold	2,583	–	–	0.05%	134
2023 Q4	$569K	Hold	2,583	–	–	0.04%	138
2023 Q3	$504K	Hold	2,583	–	–	0.04%	149
2023 Q2	$531K	Hold	2,583	–	–	0.04%	151
2023 Q1	$492K	Hold	2,583	–	–	0.04%	158
2022 Q4	$472K	Hold	2,583	–	–	0.04%	161
2022 Q3	$407K	Hold	2,583	–	–	0.06%	112
2022 Q2	$422K	Hold	2,583	–	–	0.05%	117
2022 Q1	$502K	Hold	2,583	–	–	0.05%	118
2021 Q4	$524K	Hold	2,583	–	–	0.05%	121
2021 Q3	$485K	Hold	2,583	–	–	0.05%	115
2021 Q2	$507K	Hold	2,583	–	–	0.06%	117
2021 Q1	$489K	Hold	2,583	–	–	0.06%	106
2020 Q4	$439K	Hold	2,583	–	–	0.06%	110
2020 Q3	$374K	Hold	2,583	–	–	0.05%	120
2020 Q2	$336K	Hold	2,583	–	–	0.05%	122
2020 Q1	$285K	Hold	2,583	–	–	0.05%	125
2019 Q4	$397K	Buy	2,583 +940	+57%	+$141K	0.06%	127
2019 Q3	$240K	Hold	1,643	–	–	0.04%	154
2019 Q2	$240K	Hold	1,643	–	–	0.04%	186
2019 Q1	$230K	Hold	1,643	–	–	0.03%	190
2018 Q4	$198K	Sell	1,643 -1,857	-53%	-$246K	0.03%	191
2018 Q3	$517K	Hold	3,500	–	–	0.07%	126
2018 Q2	$475K	Hold	3,500	–	–	0.07%	128
2018 Q1	$487K	Hold	3,500	–	–	0.08%	123
2017 Q4	$498K	Hold	3,500	–	–	0.08%	129
2017 Q3	$470K	Hold	3,500	–	–	0.08%	128
2017 Q2	$449K	Hold	3,500	–	–	0.07%	130
2017 Q1	$433K	Hold	3,500	–	–	0.07%	136
2016 Q4	$417K	Buy	+3,500	New	+$402K	0.08%	134

Other funds holding VIS

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FAP

Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

Baldwin Wealth Partners's VIS Position: Q2 2026 in Review

Baldwin Wealth Partners held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 2,583 shares worth $931K. The position accounts for 0.06% of the portfolio, ranked #114.

Baldwin Wealth Partners first reported a position in VIS in Q4 2016 and has held it in 39 quarters since. 119 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Baldwin Wealth Partners held 2,583 shares of Vanguard Industrials ETF worth $931K as of Q2 2026.
Baldwin Wealth Partners left its Vanguard Industrials ETF share count unchanged in Q2 2026.
Vanguard Industrials ETF made up 0.06% of Baldwin Wealth Partners's portfolio in Q2 2026, its #114 holding.
Baldwin Wealth Partners first reported a position in Vanguard Industrials ETF in Q4 2016 and has held it in 39 quarters since.
119 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.