CCA
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Cadent Capital Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Cadent Capital Advisors’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 		$18.5M Buy
51,263
+1,667
+3% +$565K 3.81% 4
2026
Q1 		$15.5M Sell
49,596
-3,015
-6% -$979K 4.01% 4
2025
Q4 		$15.7M Sell
52,611
-11,017
-17% -$3.27M 4.03% 2
2025
Q3 		$18.9M Buy
63,628
+1,240
+2% +$359K 4.97% 2
2025
Q2 		$17.5M Buy
62,388
+7,003
+13% +$1.81M 5.62% 2
2025
Q1 		$13.7M Sell
55,385
-1,306
-2% -$338K 4.89% 4
2024
Q4 		$14.4M Buy
56,691
+3,335
+6% +$887K 4.99% 3
2024
Q3 		$13.9M Buy
53,356
+4,094
+8% +$1M 4.27% 4
2024
Q2 		$11.6M Sell
49,262
-625
-1% -$149K 4.62% 3
2024
Q1 		$12.2M Buy
49,887
+19,911
+66% +$4.52M 4.84% 3
2023
Q4 		$6.61M Sell
29,976
-72
-0.2% -$14.5K 3.26% 7
2023
Q3 		$5.86M Buy
30,048
+216
+0.7% +$44.3K 2.43% 11
2023
Q2 		$6.13M Hold
29,832
– – 3.66% 8
2023
Q1 		$5.68M Sell
29,832
-367
-1% -$69.7K 2.6% 9
2022
Q4 		$5.52M Buy
30,199
+225
+0.8% +$40.3K 2.72% 7
2022
Q3 		$4.72M Sell
29,974
-181
-0.6% -$31.5K 2.64% 6
2022
Q2 		$4.93M Buy
30,155
+74
+0.2% +$13.1K 2.78% 8
2022
Q1 		$5.85M Buy
30,081
+263
+0.9% +$50.6K 2.66% 11
2021
Q4 		$6.05M Buy
29,818
+182
+0.6% +$36.4K 2.67% 9
2021
Q3 		$5.57M Buy
29,636
+392
+1% +$76.9K 2.48% 10
2021
Q2 		$5.75M Buy
29,244
+525
+2% +$103K 2.39% 11
2021
Q1 		$5.44M Buy
28,719
+863
+3% +$154K 2.41% 10
2020
Q4 		$4.74M Buy
+27,856
New +$4.46M 2.33% 15

Other funds holding VIS

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
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Cadent Capital Advisors's VIS Position: Q2 2026 in Review

Cadent Capital Advisors increased its Vanguard Industrials ETF (VIS) stake by 3.4% in Q2 2026, buying an estimated $565K and bringing the position to 51,263 shares worth $18.5M. The position accounts for 3.81% of the portfolio, ranked #4.

Cadent Capital Advisors first reported a position in VIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $18.9M in Q3 2025. 117 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Cadent Capital Advisors held 51,263 shares of Vanguard Industrials ETF worth $18.5M as of Q2 2026.
  • Cadent Capital Advisors bought 1,667 Vanguard Industrials ETF shares in Q2 2026, an estimated $565K.
  • Vanguard Industrials ETF made up 3.81% of Cadent Capital Advisors's portfolio in Q2 2026, its #4 holding.
  • Cadent Capital Advisors first reported a position in Vanguard Industrials ETF in Q4 2020 and has held it in 23 quarters since.
  • Cadent Capital Advisors's Vanguard Industrials ETF position peaked at $18.9M in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Cadent Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.