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Concord Wealth Partners’s Vanguard Industrials ETF VIS Stock Holding History

Concord Wealth Partners’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 		$31K Buy
+86
New +$29.1K ﹤0.01% 429
2026
Q1 		– Sell
-86
Closed -$25.7K – 757
2025
Q4 		$25.7K Hold
86
– – ﹤0.01% 412
2025
Q3 		$25.5K Hold
86
– – ﹤0.01% 429
2025
Q2 		$24.1K Hold
86
– – ﹤0.01% 445
2025
Q1 		$21.3K Hold
86
– – ﹤0.01% 429
2024
Q4 		$21.9K Hold
86
– – ﹤0.01% 440
2024
Q3 		$22.4K Hold
86
– – ﹤0.01% 455
2024
Q2 		$20.2K Hold
86
– – ﹤0.01% 425
2024
Q1 		$21K Sell
86
-2
-2% -$454 ﹤0.01% 480
2023
Q4 		$19.4K Hold
88
– – ﹤0.01% 481
2023
Q3 		$17.2K Sell
88
-47
-35% -$9.64K ﹤0.01% 531
2023
Q2 		$27.7K Sell
135
-8
-6% -$1.53K 0.01% 455
2023
Q1 		$27.2K Sell
143
-141
-50% -$26.8K 0.01% 437
2022
Q4 		$51.9K Buy
+284
New +$50.8K 0.02% 371
2022
Q3 		– Sell
-274
Closed -$45K – 1111
2022
Q2 		$45K Hold
274
– – 0.01% 394
2022
Q1 		$53K Sell
274
-169
-38% -$32.5K 0.01% 427
2021
Q4 		$90K Buy
443
+389
+720% +$77.8K 0.02% 328
2021
Q3 		$10K Sell
54
-89
-62% -$17.5K ﹤0.01% 474
2021
Q2 		$28K Sell
143
-234
-62% -$46K 0.01% 440
2021
Q1 		$71K Buy
377
+367
+3,670% +$65.3K 0.02% 273
2020
Q4 		$2K Buy
+10
New +$1.6K ﹤0.01% 570

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

Concord Wealth Partners's VIS Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Vanguard Industrials ETF (VIS) in Q2 2026: 86 shares worth $31K. The stake represents ﹤0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VIS as recently as Q4 2025.

Concord Wealth Partners first reported a position in VIS in Q4 2020 and has held it in 21 quarters since. The position peaked at $90K in Q4 2021. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Concord Wealth Partners held 86 shares of Vanguard Industrials ETF worth $31K as of Q2 2026.
  • Vanguard Industrials ETF was a new Concord Wealth Partners position in Q2 2026.
  • Vanguard Industrials ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #429 holding.
  • Concord Wealth Partners first reported a position in Vanguard Industrials ETF in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Vanguard Industrials ETF position peaked at $90K in Q4 2021.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.