Blue Trust Inc’s Vanguard Industrials ETF VIS Stock Holding History

Blue Trust Inc’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	$7.45K	Buy	23 +2	+10%	+$685	﹤0.01%	1769
2026 Q2	$7.57K	Hold	21	–	–	﹤0.01%	1933
2026 Q1	$6.56K	Hold	21	–	–	﹤0.01%	1930
2025 Q4	$6.27K	Hold	21	–	–	﹤0.01%	1958
2025 Q3	$6.22K	Sell	21 -7	-25%	-$2.03K	﹤0.01%	1950
2025 Q2	$7.85K	Buy	+28	New	+$7.23K	﹤0.01%	1927
2023 Q2	–	Sell	-5	Closed	-$1K	–	2549
2023 Q1	$1K	Hold	5	–	–	﹤0.01%	2222
2022 Q4	$1K	Buy	+5	New	+$894	﹤0.01%	2151

Other funds holding VIS

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

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

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

Blue Trust Inc's VIS Position: Q3 2026 in Review

Blue Trust Inc increased its Vanguard Industrials ETF (VIS) stake by 9.5% in Q3 2026, buying an estimated $685 and bringing the position to 23 shares worth $7.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1769.

Blue Trust Inc first reported a position in VIS in Q4 2022 and has held it in 8 quarters since. The position peaked at $7.85K in Q2 2025. 177 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

Blue Trust Inc held 23 shares of Vanguard Industrials ETF worth $7.45K as of Q3 2026.
Blue Trust Inc bought 2 Vanguard Industrials ETF shares in Q3 2026, an estimated $685.
Vanguard Industrials ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1769 holding.
Blue Trust Inc first reported a position in Vanguard Industrials ETF in Q4 2022 and has held it in 8 quarters since.
Blue Trust Inc's Vanguard Industrials ETF position peaked at $7.85K in Q2 2025.
177 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.