Congress Asset Management’s Vanguard Industrials ETF VIS Stock Holding History

Congress Asset Management’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 Q3	$1.41M	Buy	+4,406	New	+$1.51M	0.01%	312

Other funds holding VIS

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

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Calder Financial Downingtown, Pennsylvania $105M AUM 12.4% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

Congress Asset Management's VIS Position: Q3 2026 in Review

Congress Asset Management opened a new position in Vanguard Industrials ETF (VIS) in Q3 2026: 4,406 shares worth $1.41M. The stake represents 0.01% of the portfolio and ranks #312 among its holdings.

39 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

Congress Asset Management held 4,406 shares of Vanguard Industrials ETF worth $1.41M as of Q3 2026.
Vanguard Industrials ETF was a new Congress Asset Management position in Q3 2026.
Vanguard Industrials ETF made up 0.01% of Congress Asset Management's portfolio in Q3 2026, its #312 holding.
39 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.