Comprehensive Financial Planning’s Vanguard Industrials ETF VIS Stock Holding History

Comprehensive Financial Planning’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	–	Sell	-24	Closed	-$7.49K	–	441
2026 Q1	$7.49K	Hold	24	–	–	0.01%	281
2025 Q4	$7.16K	Hold	24	–	–	﹤0.01%	283
2025 Q3	$7.11K	Hold	24	–	–	﹤0.01%	262
2025 Q2	$6.72K	Hold	24	–	–	0.01%	254
2025 Q1	$5.94K	Hold	24	–	–	0.01%	245
2024 Q4	$6.11K	Buy	+24	New	+$6.39K	0.01%	268

Other funds holding VIS

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Comprehensive Financial Planning's VIS Position: Q2 2026 in Review

Comprehensive Financial Planning sold out of Vanguard Industrials ETF (VIS) in Q2 2026, closing a stake of 24 shares — an estimated $7.49K sold.

Comprehensive Financial Planning first reported a position in VIS in Q4 2024 and held it in 6 quarters. The position peaked at $7.49K in Q1 2026. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Comprehensive Financial Planning reported no remaining Vanguard Industrials ETF position as of Q2 2026 after selling out during the quarter.
Comprehensive Financial Planning sold 24 Vanguard Industrials ETF shares in Q2 2026, an estimated $7.49K.
Comprehensive Financial Planning first reported a position in Vanguard Industrials ETF in Q4 2024 and held it in 6 quarters.
Comprehensive Financial Planning's Vanguard Industrials ETF position peaked at $7.49K in Q1 2026.
626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.