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

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return