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Bullock Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Bullock Wealth Management’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 		$36.2K Buy
102
+1
+1% +$339 0.02% 309
2026
Q1 		$32.2K Hold
101
– – 0.02% 308
2025
Q4 		$30.2K Hold
101
– – 0.01% 302
2025
Q3 		$29.9K Hold
101
– – 0.01% 305
2025
Q2 		$28.3K Hold
101
– – 0.02% 287
2025
Q1 		$25.1K Buy
101
+1
+1% +$259 0.01% 288
2024
Q4 		$25.5K Sell
100
-21
-17% -$5.59K 0.01% 300
2024
Q3 		$31.3K Buy
121
+1
+0.8% +$245 0.02% 274
2024
Q2 		$27.8K Hold
120
– – 0.02% 276
2024
Q1 		$29K Buy
+120
New +$27.3K 0.02% 276

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 22.9% 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

Bullock Wealth Management's VIS Position: Q2 2026 in Review

Bullock Wealth Management increased its Vanguard Industrials ETF (VIS) stake by 0.99% in Q2 2026, buying an estimated $339 and bringing the position to 102 shares worth $36.2K. The position accounts for 0.02% of the portfolio, ranked #309.

Bullock Wealth Management first reported a position in VIS in Q1 2024 and has held it in 10 quarters since. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Bullock Wealth Management held 102 shares of Vanguard Industrials ETF worth $36.2K as of Q2 2026.
  • Bullock Wealth Management bought 1 Vanguard Industrials ETF share in Q2 2026, an estimated $339.
  • Vanguard Industrials ETF made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #309 holding.
  • Bullock Wealth Management first reported a position in Vanguard Industrials ETF in Q1 2024 and has held it in 10 quarters since.
  • 626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.