Comprehensive Money Management Services’s Vanguard Industrials ETF VIS Stock Holding History

Comprehensive Money Management Services’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	$1.2M	Buy	3,336 +105	+3%	+$35.6K	0.76%	42
2026 Q1	$1.01M	Sell	3,231 -21	-0.6%	-$6.82K	0.66%	54
2025 Q4	$970K	Sell	3,252 -25	-0.8%	-$7.42K	0.67%	50
2025 Q3	$971K	Hold	3,277	–	–	0.69%	49
2025 Q2	$918K	Hold	3,277	–	–	0.7%	46
2025 Q1	$811K	Sell	3,277 -30	-0.9%	-$7.76K	0.66%	51
2024 Q4	$841K	Buy	+3,307	New	+$880K	0.69%	46

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 $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 Money Management Services's VIS Position: Q2 2026 in Review

Comprehensive Money Management Services increased its Vanguard Industrials ETF (VIS) stake by 3.2% in Q2 2026, buying an estimated $35.6K and bringing the position to 3,336 shares worth $1.2M. The position accounts for 0.76% of the portfolio, ranked #42.

Comprehensive Money Management Services first reported a position in VIS in Q4 2024 and has held it in 7 quarters since. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Comprehensive Money Management Services held 3,336 shares of Vanguard Industrials ETF worth $1.2M as of Q2 2026.
Comprehensive Money Management Services bought 105 Vanguard Industrials ETF shares in Q2 2026, an estimated $35.6K.
Vanguard Industrials ETF made up 0.76% of Comprehensive Money Management Services's portfolio in Q2 2026, its #42 holding.
Comprehensive Money Management Services first reported a position in Vanguard Industrials ETF in Q4 2024 and has held it in 7 quarters since.
621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.