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Brookwood Investment Group’s Vanguard Industrials ETF VIS Stock Holding History

Brookwood Investment Group’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 		$470K Sell
1,305
-120
-8% -$40.7K 0.05% 316
2026
Q1 		$445K Sell
1,425
-89
-6% -$28.9K 0.05% 305
2025
Q4 		$452K Sell
1,514
-75
-5% -$22.3K 0.05% 312
2025
Q3 		$471K Sell
1,589
-38
-2% -$11K 0.06% 278
2025
Q2 		$456K Sell
1,627
-423
-21% -$109K 0.07% 249
2025
Q1 		$507K Buy
+2,050
New +$530K 0.09% 221

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
FGWP
Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 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

Brookwood Investment Group's VIS Position: Q2 2026 in Review

Brookwood Investment Group reduced its Vanguard Industrials ETF (VIS) stake by 8.4% in Q2 2026, selling an estimated $40.7K and leaving 1,305 shares worth $470K. The position accounts for 0.05% of the portfolio, ranked #316.

Brookwood Investment Group first reported a position in VIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $507K in Q1 2025. 145 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Brookwood Investment Group held 1,305 shares of Vanguard Industrials ETF worth $470K as of Q2 2026.
  • Brookwood Investment Group sold 120 Vanguard Industrials ETF shares in Q2 2026, an estimated $40.7K.
  • Vanguard Industrials ETF made up 0.05% of Brookwood Investment Group's portfolio in Q2 2026, its #316 holding.
  • Brookwood Investment Group first reported a position in Vanguard Industrials ETF in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Vanguard Industrials ETF position peaked at $507K in Q1 2025.
  • 145 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.