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Doliver Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Doliver 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 		– Sell
-2,004
Closed -$722K – 196
2026
Q2 		$722K Hold
2,004
– – 0.16% 102
2026
Q1 		$626K Hold
2,004
– – 0.14% 103
2025
Q4 		$598K Buy
+2,004
New +$595K 0.15% 108

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
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

Doliver Advisors's VIS Position: Q3 2026 in Review

Doliver Advisors sold out of Vanguard Industrials ETF (VIS) in Q3 2026, closing a stake of 2,004 shares — an estimated $722K sold.

Doliver Advisors first reported a position in VIS in Q4 2025 and held it in 3 quarters. The position peaked at $722K in Q2 2026. 56 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • Doliver Advisors reported no remaining Vanguard Industrials ETF position as of Q3 2026 after selling out during the quarter.
  • Doliver Advisors sold 2,004 Vanguard Industrials ETF shares in Q3 2026, an estimated $722K.
  • Doliver Advisors first reported a position in Vanguard Industrials ETF in Q4 2025 and held it in 3 quarters.
  • Doliver Advisors's Vanguard Industrials ETF position peaked at $722K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.