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Cardiff Park Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Cardiff Park 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 		$60K Buy
167
+1
+0.6% +$339 ﹤0.01% 319
2026
Q1 		$52K Hold
166
– – ﹤0.01% 333
2025
Q4 		$49.6K Hold
166
– – ﹤0.01% 317
2025
Q3 		$49.2K Buy
166
+51
+44% +$14.8K ﹤0.01% 339
2025
Q2 		$32.2K Hold
115
– – ﹤0.01% 320
2025
Q1 		$28.5K Hold
115
– – ﹤0.01% 322
2024
Q4 		$29.3K Buy
+115
New +$30.6K ﹤0.01% 313

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 $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Cardiff Park Advisors's VIS Position: Q2 2026 in Review

Cardiff Park Advisors increased its Vanguard Industrials ETF (VIS) stake by 0.6% in Q2 2026, buying an estimated $339 and bringing the position to 167 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Cardiff Park Advisors first reported a position in VIS in Q4 2024 and has held it in 7 quarters since. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Cardiff Park Advisors held 167 shares of Vanguard Industrials ETF worth $60K as of Q2 2026.
  • Cardiff Park Advisors bought 1 Vanguard Industrials ETF share in Q2 2026, an estimated $339.
  • Vanguard Industrials ETF made up ﹤0.01% of Cardiff Park Advisors's portfolio in Q2 2026, its #319 holding.
  • Cardiff Park Advisors first reported a position in Vanguard Industrials ETF in Q4 2024 and has held it in 7 quarters since.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

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