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Clearstead Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Clearstead 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 		$2.34M Buy
6,489
+1
+0% +$339 0.02% 356
2026
Q1 		$2.03M Buy
6,488
+2
+0% +$649 0.02% 365
2025
Q4 		$1.94M Buy
6,486
+2
+0% +$594 0.02% 336
2025
Q3 		$1.92M Buy
6,484
+1
+0% +$290 0.03% 333
2025
Q2 		$1.82M Hold
6,483
– – 0.03% 333
2025
Q1 		$1.6M Hold
6,483
– – 0.02% 338
2024
Q4 		$1.65M Hold
6,483
– – 0.03% 325
2024
Q3 		$1.69M Hold
6,483
– – 0.03% 327
2024
Q2 		$1.52M Sell
6,483
-25
-0.4% -$5.96K 0.03% 314
2024
Q1 		$1.57M Buy
6,508
+604
+10% +$137K 0.08% 171
2023
Q4 		$1.3M Buy
5,904
+1
+0% +$202 0.07% 193
2023
Q3 		$1.15M Hold
5,903
– – 0.07% 187
2023
Q2 		$1.21M Buy
5,903
+5,352
+971% +$1.02M 0.07% 185
2023
Q1 		$105K Buy
551
+31
+6% +$5.89K 0.01% 501
2022
Q4 		$95K Hold
520
– – 0.01% 511
2022
Q3 		$82K Buy
520
+1
+0.2% +$174 0.01% 511
2022
Q2 		$85K Hold
519
– – 0.01% 523
2022
Q1 		$101K Hold
519
– – 0.01% 551
2021
Q4 		$105K Hold
519
– – 0.01% 517
2021
Q3 		$98K Hold
519
– – 0.01% 486
2021
Q2 		$102K Hold
519
– – 0.01% 451
2021
Q1 		$98K Buy
519
+136
+36% +$24.2K 0.01% 443
2020
Q4 		$65K Sell
383
-40
-9% -$6.4K 0.01% 474
2020
Q3 		$61K Buy
423
+383
+958% +$54K 0.01% 441
2020
Q2 		$5K Buy
+40
New +$4.88K ﹤0.01% 679

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

Clearstead Advisors's VIS Position: Q2 2026 in Review

Clearstead Advisors increased its Vanguard Industrials ETF (VIS) stake by 0.02% in Q2 2026, buying an estimated $339 and bringing the position to 6,489 shares worth $2.34M. The position accounts for 0.02% of the portfolio, ranked #356.

Clearstead Advisors first reported a position in VIS in Q2 2020 and has held it in 25 quarters since. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Clearstead Advisors held 6,489 shares of Vanguard Industrials ETF worth $2.34M as of Q2 2026.
  • Clearstead Advisors bought 1 Vanguard Industrials ETF share in Q2 2026, an estimated $339.
  • Vanguard Industrials ETF made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #356 holding.
  • Clearstead Advisors first reported a position in Vanguard Industrials ETF in Q2 2020 and has held it in 25 quarters since.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.