Dynamic Advisor Solutions
VIS icon

Dynamic Advisor Solutions’s Vanguard Industrials ETF VIS Stock Holding History

Dynamic Advisor Solutions’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 		$286K Sell
892
-2
-0.2% -$685 0.01% 848
2026
Q2 		$322K Buy
+894
New +$303K 0.01% 832

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Capital Advantage
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CCA
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MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
MassMutual Private Wealth & Trust
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
FGWP
Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Dynamic Advisor Solutions's VIS Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Vanguard Industrials ETF (VIS) stake by 0.22% in Q3 2026, selling an estimated $685 and leaving 892 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #848.

Dynamic Advisor Solutions first reported a position in VIS in Q2 2026 and has held it in 2 quarters since. The position peaked at $322K in Q2 2026. 132 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • Dynamic Advisor Solutions held 892 shares of Vanguard Industrials ETF worth $286K as of Q3 2026.
  • Dynamic Advisor Solutions sold 2 Vanguard Industrials ETF shares in Q3 2026, an estimated $685.
  • Vanguard Industrials ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #848 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Industrials ETF in Q2 2026 and has held it in 2 quarters since.
  • Dynamic Advisor Solutions's Vanguard Industrials ETF position peaked at $322K in Q2 2026.
  • 132 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.