Collective Family Office’s Vanguard Industrials ETF VIS Stock Holding History

Collective Family Office’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	$983K	Sell	2,729 -100	-4%	-$33.9K	0.2%	82
2026 Q1	$883K	Sell	2,829 -300	-10%	-$97.4K	0.2%	81
2025 Q4	$934K	Sell	3,129 -101	-3%	-$30K	0.21%	79
2025 Q3	$957K	Sell	3,230 -275	-8%	-$79.7K	0.23%	79
2025 Q2	$982K	Hold	3,505	–	–	0.25%	78
2025 Q1	$868K	Sell	3,505 -575	-14%	-$149K	0.23%	78
2024 Q4	$1.04M	Hold	4,080	–	–	0.28%	72
2024 Q3	$1.06M	Sell	4,080 -275	-6%	-$67.3K	0.29%	70
2024 Q2	$1.02M	Sell	4,355 -10	-0.2%	-$2.38K	0.3%	75
2024 Q1	$1.07M	Buy	4,365 +925	+27%	+$210K	0.35%	69
2023 Q4	$758K	Sell	3,440 -84	-2%	-$16.9K	0.27%	78
2023 Q3	$687K	Sell	3,524 -306	-8%	-$62.8K	0.27%	80
2023 Q2	$787K	Sell	3,830 -50	-1%	-$9.56K	0.31%	73
2023 Q1	$739K	Hold	3,880	–	–	0.3%	75
2022 Q4	$709K	Sell	3,880 -1,071	-22%	-$192K	0.32%	72
2022 Q3	$780K	Sell	4,951 -1,073	-18%	-$187K	0.39%	67
2022 Q2	$984K	Sell	6,024 -102	-2%	-$18K	0.43%	69
2022 Q1	$1.19M	Sell	6,126 -350	-5%	-$67.3K	0.45%	59
2021 Q4	$1.31M	Hold	6,476	–	–	0.52%	58
2021 Q3	$1.22M	Hold	6,476	–	–	0.52%	50
2021 Q2	$1.27M	Buy	6,476 +875	+16%	+$172K	0.54%	47
2021 Q1	$1.06M	Buy	5,601 +25	+0.4%	+$4.45K	0.52%	54
2020 Q4	$948K	Buy	+5,576	New	+$893K	0.53%	58

Other funds holding VIS

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Collective Family Office's VIS Position: Q2 2026 in Review

Collective Family Office reduced its Vanguard Industrials ETF (VIS) stake by 3.5% in Q2 2026, selling an estimated $33.9K and leaving 2,729 shares worth $983K. The position accounts for 0.2% of the portfolio, ranked #82.

Collective Family Office first reported a position in VIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.31M in Q4 2021. 88 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Collective Family Office held 2,729 shares of Vanguard Industrials ETF worth $983K as of Q2 2026.
Collective Family Office sold 100 Vanguard Industrials ETF shares in Q2 2026, an estimated $33.9K.
Vanguard Industrials ETF made up 0.2% of Collective Family Office's portfolio in Q2 2026, its #82 holding.
Collective Family Office first reported a position in Vanguard Industrials ETF in Q4 2020 and has held it in 23 quarters since.
Collective Family Office's Vanguard Industrials ETF position peaked at $1.31M in Q4 2021.
88 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.