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Beacon Investment Advisory Services’s Vanguard Industrials ETF VIS Stock Holding History

Beacon Investment Advisory Services’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 		$194K Buy
537
+128
+31% +$43.4K 0.01% 257
2026
Q1 		$128K Buy
+409
New +$133K 0.01% 299

Other funds holding VIS

CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CA
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
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SG
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

Beacon Investment Advisory Services's VIS Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Vanguard Industrials ETF (VIS) stake by 31% in Q2 2026, buying an estimated $43.4K and bringing the position to 537 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #257.

Beacon Investment Advisory Services first reported a position in VIS in Q1 2026 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Beacon Investment Advisory Services held 537 shares of Vanguard Industrials ETF worth $194K as of Q2 2026.
  • Beacon Investment Advisory Services bought 128 Vanguard Industrials ETF shares in Q2 2026, an estimated $43.4K.
  • Vanguard Industrials ETF made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #257 holding.
  • Beacon Investment Advisory Services first reported a position in Vanguard Industrials ETF in Q1 2026 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.