Burney Company’s Vanguard Industrials ETF VIS Stock Holding History

Burney Company’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	$234K	Sell	650 -22	-3%	-$7.46K	0.01%	576
2026 Q1	$210K	Hold	672	–	–	0.01%	561
2025 Q4	$201K	Buy	+672	New	+$200K	0.01%	593
2020 Q4	–	Sell	-1,459	Closed	-$211K	–	550
2020 Q3	$211K	Sell	1,459 -1,114	-43%	-$157K	0.01%	470
2020 Q2	$334K	Buy	+2,573	New	+$314K	0.02%	385
2016 Q3	–	Sell	-3,193	Closed	-$339K	–	397
2016 Q2	$339K	Sell	3,193 -35	-1%	-$3.7K	0.02%	301
2016 Q1	$340K	Buy	+3,228	New	+$315K	0.02%	309
2015 Q3	–	Sell	-3,426	Closed	-$359K	–	398
2015 Q2	$359K	Hold	3,426	–	–	0.02%	315
2015 Q1	$368K	Sell	3,426 -73	-2%	-$7.78K	0.03%	317
2014 Q4	$374K	Sell	3,499 -14	-0.4%	-$1.46K	0.03%	300
2014 Q3	$356K	Hold	3,513	–	–	0.03%	308
2014 Q2	$366K	Sell	3,513 -71	-2%	-$7.26K	0.03%	315
2014 Q1	$361K	Sell	3,584 -39	-1%	-$3.85K	0.03%	313
2013 Q4	$362K	Sell	3,623 -8	-0.2%	-$757	0.04%	317
2013 Q3	$325K	Sell	3,631 -111	-3%	-$9.62K	0.04%	329
2013 Q2	$305K	Buy	+3,742	New	+$302K	0.04%	326

Other funds holding VIS

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Burney Company's VIS Position: Q2 2026 in Review

Burney Company reduced its Vanguard Industrials ETF (VIS) stake by 3.3% in Q2 2026, selling an estimated $7.46K and leaving 650 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #576.

Burney Company first reported a position in VIS in Q2 2013 and has held it in 16 quarters since. The position peaked at $374K in Q4 2014. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Burney Company held 650 shares of Vanguard Industrials ETF worth $234K as of Q2 2026.
Burney Company sold 22 Vanguard Industrials ETF shares in Q2 2026, an estimated $7.46K.
Vanguard Industrials ETF made up 0.01% of Burney Company's portfolio in Q2 2026, its #576 holding.
Burney Company first reported a position in Vanguard Industrials ETF in Q2 2013 and has held it in 16 quarters since.
Burney Company's Vanguard Industrials ETF position peaked at $374K in Q4 2014.
621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.