CWM
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Copia Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Copia 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 		$15.9K Hold
44
– – 0.01% 296
2026
Q1 		$13.7K Hold
44
– – 0.01% 297
2025
Q4 		$13.1K Hold
44
– – 0.01% 300
2025
Q3 		$13K Hold
44
– – 0.01% 295
2025
Q2 		$12.3K Hold
44
– – 0.01% 274
2025
Q1 		$10.9K Hold
44
– – 0.01% 266
2024
Q4 		$11.2K Buy
+44
New +$11.7K 0.01% 254

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

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

Copia Wealth Management held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 44 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #296.

Copia Wealth Management first reported a position in VIS in Q4 2024 and has held it in 7 quarters since. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Copia Wealth Management held 44 shares of Vanguard Industrials ETF worth $15.9K as of Q2 2026.
  • Copia Wealth Management left its Vanguard Industrials ETF share count unchanged in Q2 2026.
  • Vanguard Industrials ETF made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #296 holding.
  • Copia Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2024 and has held it in 7 quarters since.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.