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Bogart Wealth LLC’s Vanguard Industrials ETF VIS Stock Holding History

Bogart Wealth LLC’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 		$303K Hold
840
– – 0.01% 229
2026
Q1 		$262K Hold
840
– – 0.01% 225
2025
Q4 		$251K Hold
840
– – 0.01% 233
2025
Q3 		$249K Hold
840
– – 0.01% 220
2025
Q2 		$235K Hold
840
– – 0.01% 217
2025
Q1 		$208K Hold
840
– – 0.01% 225
2024
Q4 		$214K Hold
840
– – 0.01% 216
2024
Q3 		$218K Hold
840
– – 0.01% 206
2024
Q2 		$198K Buy
840
+440
+110% +$105K 0.01% 208
2024
Q1 		$97.7K Hold
400
– – 0.01% 289
2023
Q4 		$88.2K Sell
400
-24
-6% -$4.84K 0.01% 287
2023
Q3 		$82.7K Buy
424
+24
+6% +$4.92K 0.01% 269
2023
Q2 		$82.2K Hold
400
– – 0.01% 263
2023
Q1 		$76.2K Hold
400
– – 0.01% 258
2022
Q4 		$73.1K Hold
400
– – 0.01% 257
2022
Q3 		$63K Hold
400
– – 0.01% 274
2022
Q2 		$65K Buy
+400
New +$70.8K 0.01% 255
2022
Q1 		– Sell
-51
Closed -$10K – 860
2021
Q4 		$10K Hold
51
– – ﹤0.01% 483
2021
Q3 		$10K Buy
51
+41
+410% +$8.04K ﹤0.01% 464
2021
Q2 		$2K Buy
+10
New +$1.97K ﹤0.01% 618
2021
Q1 		– Sell
-6
Closed -$1K – 671
2020
Q4 		$1K Buy
+6
New +$960 ﹤0.01% 448

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

Bogart Wealth LLC's VIS Position: Q2 2026 in Review

Bogart Wealth LLC held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 840 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #229.

Bogart Wealth LLC first reported a position in VIS in Q4 2020 and has held it in 21 quarters since. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Bogart Wealth LLC held 840 shares of Vanguard Industrials ETF worth $303K as of Q2 2026.
  • Bogart Wealth LLC left its Vanguard Industrials ETF share count unchanged in Q2 2026.
  • Vanguard Industrials ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #229 holding.
  • Bogart Wealth LLC first reported a position in Vanguard Industrials ETF in Q4 2020 and has held it in 21 quarters since.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.