Capital Analysts LLC’s Vanguard Industrials ETF VIS Stock Holding History

Capital Analysts LLC’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	$30K	Hold	82	–	–	﹤0.01%	1088
2026 Q1	$26K	Sell	82 -14	-15%	-$4.55K	﹤0.01%	1076
2025 Q4	$29K	Hold	96	–	–	﹤0.01%	1032
2025 Q3	$28K	Hold	96	–	–	﹤0.01%	1004
2025 Q2	$27K	Hold	96	–	–	﹤0.01%	942
2025 Q1	$24K	Buy	96 +82	+586%	+$21.2K	﹤0.01%	952
2024 Q4	$4K	Sell	14 -78	-85%	-$20.8K	﹤0.01%	1186
2024 Q3	$24K	Buy	92 +10	+12%	+$2.45K	﹤0.01%	868
2024 Q2	$19K	Hold	82	–	–	﹤0.01%	872
2024 Q1	$20K	Hold	82	–	–	﹤0.01%	824
2023 Q4	$18K	Hold	82	–	–	﹤0.01%	829
2023 Q3	$16K	Buy	+82	New	+$16.8K	﹤0.01%	812

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

Capital Analysts LLC's VIS Position: Q2 2026 in Review

Capital Analysts LLC held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 82 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Capital Analysts LLC first reported a position in VIS in Q3 2023 and has held it in 12 quarters since. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Capital Analysts LLC held 82 shares of Vanguard Industrials ETF worth $30K as of Q2 2026.
Capital Analysts LLC left its Vanguard Industrials ETF share count unchanged in Q2 2026.
Vanguard Industrials ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1088 holding.
Capital Analysts LLC first reported a position in Vanguard Industrials ETF in Q3 2023 and has held it in 12 quarters since.
621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.