CFD
VIS icon

Creative Financial Designs’s Vanguard Industrials ETF VIS Stock Holding History

Creative Financial Designs’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 		$1.53M Sell
4,239
-91
-2% -$30.8K 0.07% 223
2026
Q1 		$1.35M Buy
4,330
+883
+26% +$287K 0.08% 196
2025
Q4 		$1.03M Buy
3,447
+68
+2% +$20.2K 0.06% 225
2025
Q3 		$1M Buy
3,379
+253
+8% +$73.3K 0.07% 229
2025
Q2 		$875K Buy
3,126
+11
+0.4% +$2.84K 0.06% 231
2025
Q1 		$771K Sell
3,115
-822
-21% -$213K 0.06% 227
2024
Q4 		$1M Buy
3,937
+388
+11% +$103K 0.08% 196
2024
Q3 		$923K Buy
3,549
+237
+7% +$58K 0.08% 204
2024
Q2 		$779K Buy
3,312
+1,565
+90% +$373K 0.07% 209
2024
Q1 		$427K Buy
1,747
+407
+30% +$92.5K 0.04% 287
2023
Q4 		$295K Hold
1,340
– – 0.03% 314
2023
Q3 		$261K Hold
1,340
– – 0.03% 293
2023
Q2 		$275K Buy
1,340
+36
+3% +$6.88K 0.03% 291
2023
Q1 		$248K Buy
1,304
+1
+0.1% +$190 0.03% 292
2022
Q4 		$238K Buy
1,303
+66
+5% +$11.8K 0.04% 285
2022
Q3 		$195K Hold
1,237
– – 0.03% 295
2022
Q2 		$202K Hold
1,237
– – 0.03% 289
2022
Q1 		$241K Hold
1,237
– – 0.04% 267
2021
Q4 		$251K Hold
1,237
– – 0.04% 270
2021
Q3 		$232K Hold
1,237
– – 0.04% 276
2021
Q2 		$243K Hold
1,237
– – 0.04% 265
2021
Q1 		$234K Hold
1,237
– – 0.05% 250
2020
Q4 		$210K Sell
1,237
-290
-19% -$46.4K 0.04% 244
2020
Q3 		$221K Buy
1,527
+283
+23% +$39.9K 0.05% 227
2020
Q2 		$162K Buy
+1,244
New +$152K 0.05% 224

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

Creative Financial Designs's VIS Position: Q2 2026 in Review

Creative Financial Designs reduced its Vanguard Industrials ETF (VIS) stake by 2.1% in Q2 2026, selling an estimated $30.8K and leaving 4,239 shares worth $1.53M. The position accounts for 0.07% of the portfolio, ranked #223.

Creative Financial Designs first reported a position in VIS in Q2 2020 and has held it in 25 quarters since. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Creative Financial Designs held 4,239 shares of Vanguard Industrials ETF worth $1.53M as of Q2 2026.
  • Creative Financial Designs sold 91 Vanguard Industrials ETF shares in Q2 2026, an estimated $30.8K.
  • Vanguard Industrials ETF made up 0.07% of Creative Financial Designs's portfolio in Q2 2026, its #223 holding.
  • Creative Financial Designs first reported a position in Vanguard Industrials ETF in Q2 2020 and has held it in 25 quarters since.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.