CI
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CX Institutional’s Vanguard Industrials ETF VIS Stock Holding History

CX Institutional’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 		$17K Buy
54
+1
+2% +$342 ﹤0.01% 1265
2026
Q2 		$19K Sell
53
-10
-16% -$3.39K ﹤0.01% 1190
2026
Q1 		$20K Sell
63
-32
-34% -$10.4K ﹤0.01% 1138
2025
Q4 		$28K Buy
95
+5
+6% +$1.49K ﹤0.01% 1067
2025
Q3 		$27K Sell
90
-1,014
-92% -$294K ﹤0.01% 1051
2025
Q2 		$309K Sell
1,104
-758
-41% -$196K 0.01% 496
2025
Q1 		$461K Sell
1,862
-17,998
-91% -$4.66M 0.02% 390
2024
Q4 		$5.05M Buy
+19,860
New +$5.28M 0.2% 127
2024
Q3 		– Sell
-1,752
Closed -$412K – 596
2024
Q2 		$412K Buy
1,752
+1,509
+621% +$359K 0.02% 394
2024
Q1 		$59.3K Sell
243
-7,859
-97% -$1.79M ﹤0.01% 537
2023
Q4 		$1.79M Sell
8,102
-187
-2% -$37.7K 0.1% 197
2023
Q3 		$1.62M Sell
8,289
-1,582
-16% -$325K 0.09% 204
2023
Q2 		$2.03M Sell
9,871
-2,139
-18% -$409K 0.11% 211
2023
Q1 		$2.29M Buy
+12,010
New +$2.28M 0.12% 204
2022
Q4 		– Sell
-6,353
Closed -$1M – 575
2022
Q3 		$1M Sell
6,353
-1,459
-19% -$254K 0.07% 260
2022
Q2 		$1.28M Sell
7,812
-19,549
-71% -$3.46M 0.1% 223
2022
Q1 		$5.32M Buy
27,361
+21,619
+377% +$4.16M 0.43% 59
2021
Q4 		$1.17M Sell
5,742
-6,920
-55% -$1.38M 0.09% 191
2021
Q3 		$2.38M Sell
12,662
-168
-1% -$33K 0.19% 124
2021
Q2 		$2.52M Sell
12,830
-58
-0.5% -$11.4K 0.21% 117
2021
Q1 		$2.44M Sell
12,888
-493
-4% -$87.8K 0.22% 112
2020
Q4 		$2.27M Buy
+13,381
New +$2.14M 0.22% 135
2019
Q4 		– Sell
-158
Closed -$23K – 774
2019
Q3 		$23K Sell
158
-10,403
-99% -$1.5M ﹤0.01% 357
2019
Q2 		$1.54M Buy
+10,561
New +$1.51M 0.24% 95

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
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 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
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

CX Institutional's VIS Position: Q3 2026 in Review

CX Institutional increased its Vanguard Industrials ETF (VIS) stake by 1.9% in Q3 2026, buying an estimated $342 and bringing the position to 54 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

CX Institutional first reported a position in VIS in Q2 2019 and has held it in 24 quarters since. The position peaked at $5.32M in Q1 2022. 52 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • CX Institutional held 54 shares of Vanguard Industrials ETF worth $17K as of Q3 2026.
  • CX Institutional bought 1 Vanguard Industrials ETF share in Q3 2026, an estimated $342.
  • Vanguard Industrials ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1265 holding.
  • CX Institutional first reported a position in Vanguard Industrials ETF in Q2 2019 and has held it in 24 quarters since.
  • CX Institutional's Vanguard Industrials ETF position peaked at $5.32M in Q1 2022.
  • 52 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.