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Connecticut Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Connecticut Wealth 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
Q2 		$612K Buy
1,699
+4
+0.2% +$1.36K 0.02% 216
2026
Q1 		$529K Sell
1,695
-848
-33% -$275K 0.02% 222
2025
Q4 		$759K Buy
2,543
+282
+12% +$83.7K 0.03% 185
2025
Q3 		$670K Buy
+2,261
New +$655K 0.03% 195

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

Connecticut Wealth Management's VIS Position: Q2 2026 in Review

Connecticut Wealth Management increased its Vanguard Industrials ETF (VIS) stake by 0.24% in Q2 2026, buying an estimated $1.36K and bringing the position to 1,699 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #216.

Connecticut Wealth Management first reported a position in VIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $759K in Q4 2025. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Connecticut Wealth Management held 1,699 shares of Vanguard Industrials ETF worth $612K as of Q2 2026.
  • Connecticut Wealth Management bought 4 Vanguard Industrials ETF shares in Q2 2026, an estimated $1.36K.
  • Vanguard Industrials ETF made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Connecticut Wealth Management first reported a position in Vanguard Industrials ETF in Q3 2025 and has held it in 4 quarters since.
  • Connecticut Wealth Management's Vanguard Industrials ETF position peaked at $759K in Q4 2025.
  • 621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.