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Checchi Capital Advisers’s Vanguard Industrials ETF VIS Stock Holding History

Checchi Capital Advisers’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 		$1.33M Sell
3,687
-72
-2% -$24.4K 0.06% 172
2026
Q1 		$1.17M Sell
3,759
-1,048
-22% -$340K 0.06% 191
2025
Q4 		$1.43M Sell
4,807
-79
-2% -$23.5K 0.07% 155
2025
Q3 		$1.45M Sell
4,886
-181
-4% -$52.4K 0.08% 153
2025
Q2 		$1.42M Sell
5,067
-255
-5% -$65.9K 0.08% 164
2025
Q1 		$1.32M Buy
5,322
+208
+4% +$53.8K 0.07% 174
2024
Q4 		$1.3M Hold
5,114
– – 0.08% 160
2024
Q3 		$1.33M Hold
5,114
– – 0.07% 164
2024
Q2 		$1.2M Sell
5,114
-382
-7% -$91K 0.06% 167
2024
Q1 		$1.34M Sell
5,496
-924
-14% -$210K 0.1% 156
2023
Q4 		$1.42M Hold
6,420
– – 0.11% 148
2023
Q3 		$1.25M Sell
6,420
-644
-9% -$132K 0.12% 147
2023
Q2 		$1.45M Sell
7,064
-50
-0.7% -$9.56K 0.13% 132
2023
Q1 		$1.36M Sell
7,114
-156
-2% -$29.6K 0.13% 134
2022
Q4 		$1.33M Buy
7,270
+712
+11% +$127K 0.14% 133
2022
Q3 		$1.03M Buy
6,558
+136
+2% +$23.7K 0.1% 149
2022
Q2 		$1.16M Buy
+6,422
New +$1.14M 0.1% 147

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

Checchi Capital Advisers's VIS Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Vanguard Industrials ETF (VIS) stake by 1.9% in Q2 2026, selling an estimated $24.4K and leaving 3,687 shares worth $1.33M. The position accounts for 0.06% of the portfolio, ranked #172.

Checchi Capital Advisers first reported a position in VIS in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.45M in Q2 2023. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Checchi Capital Advisers held 3,687 shares of Vanguard Industrials ETF worth $1.33M as of Q2 2026.
  • Checchi Capital Advisers sold 72 Vanguard Industrials ETF shares in Q2 2026, an estimated $24.4K.
  • Vanguard Industrials ETF made up 0.06% of Checchi Capital Advisers's portfolio in Q2 2026, its #172 holding.
  • Checchi Capital Advisers first reported a position in Vanguard Industrials ETF in Q2 2022 and has held it in 17 quarters since.
  • Checchi Capital Advisers's Vanguard Industrials ETF position peaked at $1.45M in Q2 2023.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.