CI
VIS icon

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
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

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

CX Institutional's VIS Position: Q2 2026 in Review

CX Institutional reduced its Vanguard Industrials ETF (VIS) stake by 16% in Q2 2026, selling an estimated $3.39K and leaving 53 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

CX Institutional first reported a position in VIS in Q2 2019 and has held it in 23 quarters since. The position peaked at $5.32M in Q1 2022. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • CX Institutional held 53 shares of Vanguard Industrials ETF worth $19K as of Q2 2026.
  • CX Institutional sold 10 Vanguard Industrials ETF shares in Q2 2026, an estimated $3.39K.
  • Vanguard Industrials ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1190 holding.
  • CX Institutional first reported a position in Vanguard Industrials ETF in Q2 2019 and has held it in 23 quarters since.
  • CX Institutional's Vanguard Industrials ETF position peaked at $5.32M in Q1 2022.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.