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Capital Advantage’s Vanguard Industrials ETF VIS Stock Holding History

Capital Advantage’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 		$18.4M Sell
50,964
-520
-1% -$176K 2.24% 15
2026
Q1 		$16.1M Sell
51,484
-71
-0.1% -$23.1K 2.1% 15
2025
Q4 		$15.4M Buy
51,555
+334
+0.7% +$99.2K 2.08% 14
2025
Q3 		$15.2M Sell
51,221
-609
-1% -$176K 2.28% 13
2025
Q2 		$14.5M Sell
51,830
-410
-0.8% -$106K 2.3% 12
2025
Q1 		$13.3M Hold
52,240
– – 2.42% 13
2024
Q4 		$13.3M Sell
52,240
-1,110
-2% -$295K 2.42% 13
2024
Q3 		$13.9M Sell
53,350
-632
-1% -$155K 2.66% 13
2024
Q2 		$12.6M Buy
+53,982
New +$12.9M 2.59% 15

Other funds holding VIS

CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 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

Capital Advantage's VIS Position: Q2 2026 in Review

Capital Advantage reduced its Vanguard Industrials ETF (VIS) stake by 1% in Q2 2026, selling an estimated $176K and leaving 50,964 shares worth $18.4M. The position accounts for 2.24% of the portfolio, ranked #15.

Capital Advantage first reported a position in VIS in Q2 2024 and has held it in 9 quarters since. 112 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Capital Advantage held 50,964 shares of Vanguard Industrials ETF worth $18.4M as of Q2 2026.
  • Capital Advantage sold 520 Vanguard Industrials ETF shares in Q2 2026, an estimated $176K.
  • Vanguard Industrials ETF made up 2.24% of Capital Advantage's portfolio in Q2 2026, its #15 holding.
  • Capital Advantage first reported a position in Vanguard Industrials ETF in Q2 2024 and has held it in 9 quarters since.
  • 112 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.