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

Cornerstone 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 		$313K Buy
868
+39
+5% +$13.2K 0.01% 603
2026
Q1 		$259K Buy
829
+153
+23% +$49.7K 0.01% 611
2025
Q4 		$202K Sell
676
-29
-4% -$8.61K 0.01% 657
2025
Q3 		$209K Sell
705
-77
-10% -$22.3K 0.01% 644
2025
Q2 		$219K Buy
+782
New +$202K 0.01% 593
2025
Q1 		– Sell
-832
Closed -$212K – 619
2024
Q4 		$212K Buy
832
+50
+6% +$13.3K 0.01% 549
2024
Q3 		$203K Buy
+782
New +$191K 0.01% 542
2023
Q4 		– Sell
-1,103
Closed -$215K – 571
2023
Q3 		$215K Buy
+1,103
New +$226K 0.02% 497
2018
Q1 		$269K Buy
1,986
+179
+10% +$25.8K 0.05% 309
2017
Q4 		$264K Buy
1,807
+26
+1% +$3.57K 0.05% 330
2017
Q3 		$239K Sell
1,781
-35
-2% -$4.53K 0.05% 324
2017
Q2 		$239K Buy
+1,816
New +$229K 0.05% 317

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

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

Cornerstone Wealth Management increased its Vanguard Industrials ETF (VIS) stake by 4.7% in Q2 2026, buying an estimated $13.2K and bringing the position to 868 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #603.

Cornerstone Wealth Management first reported a position in VIS in Q2 2017 and has held it in 12 quarters since. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Cornerstone Wealth Management held 868 shares of Vanguard Industrials ETF worth $313K as of Q2 2026.
  • Cornerstone Wealth Management bought 39 Vanguard Industrials ETF shares in Q2 2026, an estimated $13.2K.
  • Vanguard Industrials ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #603 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard Industrials ETF in Q2 2017 and has held it in 12 quarters since.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.