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Central Valley Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Central Valley 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 		$227K Buy
+630
New +$214K 0.06% 175
2025
Q2 		– Sell
-2,861
Closed -$708K – 143
2025
Q1 		$708K Hold
2,861
– – 0.27% 68
2024
Q4 		$728K Buy
2,861
+626
+28% +$167K 0.33% 62
2024
Q3 		$581K Buy
+2,235
New +$547K 0.33% 64

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

Central Valley Advisors's VIS Position: Q2 2026 in Review

Central Valley Advisors opened a new position in Vanguard Industrials ETF (VIS) in Q2 2026: 630 shares worth $227K. The stake represents 0.06% of the portfolio and ranks #175 among its holdings. This is a return to the name: Central Valley Advisors previously reported a position in VIS as recently as Q1 2025.

Central Valley Advisors first reported a position in VIS in Q3 2024 and has held it in 4 quarters since. The position peaked at $728K in Q4 2024. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Central Valley Advisors held 630 shares of Vanguard Industrials ETF worth $227K as of Q2 2026.
  • Vanguard Industrials ETF was a new Central Valley Advisors position in Q2 2026.
  • Vanguard Industrials ETF made up 0.06% of Central Valley Advisors's portfolio in Q2 2026, its #175 holding.
  • Central Valley Advisors first reported a position in Vanguard Industrials ETF in Q3 2024 and has held it in 4 quarters since.
  • Central Valley Advisors's Vanguard Industrials ETF position peaked at $728K in Q4 2024.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.