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Capital Performance Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Capital Performance 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 		$310K Buy
860
+2
+0.2% +$678 0.02% 226
2026
Q1 		$268K Buy
858
+13
+2% +$4.22K 0.02% 355
2025
Q4 		$252K Buy
+845
New +$251K 0.02% 353

Other funds holding VIS

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

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

Capital Performance Advisors increased its Vanguard Industrials ETF (VIS) stake by 0.23% in Q2 2026, buying an estimated $678 and bringing the position to 860 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #226.

Capital Performance Advisors first reported a position in VIS in Q4 2025 and has held it in 3 quarters since. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Capital Performance Advisors held 860 shares of Vanguard Industrials ETF worth $310K as of Q2 2026.
  • Capital Performance Advisors bought 2 Vanguard Industrials ETF shares in Q2 2026, an estimated $678.
  • Vanguard Industrials ETF made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #226 holding.
  • Capital Performance Advisors first reported a position in Vanguard Industrials ETF in Q4 2025 and has held it in 3 quarters since.
  • 626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

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