Capital Management Associates Inc’s Vanguard Industrials ETF VIS Stock Holding History

Capital Management Associates Inc’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	$2.6M	Buy	7,214 +643	+10%	+$218K	0.52%	33
2026 Q1	$2.05M	Buy	6,571 +521	+9%	+$169K	0.46%	33
2025 Q4	$1.81M	Buy	6,050 +2,629	+77%	+$781K	0.4%	39
2025 Q3	$1.01M	Hold	3,421	–	–	0.27%	54
2025 Q2	$958K	Buy	+3,421	New	+$884K	0.3%	50

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 $1.59B AUM 11.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 Management Associates Inc's VIS Position: Q2 2026 in Review

Capital Management Associates Inc increased its Vanguard Industrials ETF (VIS) stake by 9.8% in Q2 2026, buying an estimated $218K and bringing the position to 7,214 shares worth $2.6M. The position accounts for 0.52% of the portfolio, ranked #33.

Capital Management Associates Inc first reported a position in VIS in Q2 2025 and has held it in 5 quarters since. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Capital Management Associates Inc held 7,214 shares of Vanguard Industrials ETF worth $2.6M as of Q2 2026.
Capital Management Associates Inc bought 643 Vanguard Industrials ETF shares in Q2 2026, an estimated $218K.
Vanguard Industrials ETF made up 0.52% of Capital Management Associates Inc's portfolio in Q2 2026, its #33 holding.
Capital Management Associates Inc first reported a position in Vanguard Industrials ETF in Q2 2025 and has held it in 5 quarters since.
626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.