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CoreCap Advisors’s Vanguard Industrials ETF VIS Stock Holding History

CoreCap Advisors’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 		$5.13K Sell
16
-62
-79% -$21.2K ﹤0.01% 2257
2026
Q2 		$28.1K Sell
78
-1
-1% -$339 ﹤0.01% 1659
2026
Q1 		$24.7K Buy
79
+17
+27% +$5.52K ﹤0.01% 1589
2025
Q4 		$18.5K Buy
+62
New +$18.4K ﹤0.01% 1710

Other funds holding VIS

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
MPWT
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
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

CoreCap Advisors's VIS Position: Q3 2026 in Review

CoreCap Advisors reduced its Vanguard Industrials ETF (VIS) stake by 79% in Q3 2026, selling an estimated $21.2K and leaving 16 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2257.

CoreCap Advisors first reported a position in VIS in Q4 2025 and has held it in 4 quarters since. The position peaked at $28.1K in Q2 2026. 58 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • CoreCap Advisors held 16 shares of Vanguard Industrials ETF worth $5.13K as of Q3 2026.
  • CoreCap Advisors sold 62 Vanguard Industrials ETF shares in Q3 2026, an estimated $21.2K.
  • Vanguard Industrials ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2257 holding.
  • CoreCap Advisors first reported a position in Vanguard Industrials ETF in Q4 2025 and has held it in 4 quarters since.
  • CoreCap Advisors's Vanguard Industrials ETF position peaked at $28.1K in Q2 2026.
  • 58 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.