Elevation Wealth Partners’s Vanguard Industrials ETF VIS Stock Holding History

Elevation Wealth Partners’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	$105K	Buy	328 +1	+0.3%	+$342	0.03%	199
2026 Q2	$118K	Hold	327	–	–	0.04%	177
2026 Q1	$102K	Buy	327 +1	+0.3%	+$325	0.04%	166
2025 Q4	$97.2K	Buy	326 +1	+0.3%	+$297	0.03%	173
2025 Q3	$96.3K	Buy	325 +1	+0.3%	+$290	0.03%	180
2025 Q2	$90.8K	Hold	324	–	–	0.04%	182
2025 Q1	$80.3K	Buy	324 +1	+0.3%	+$259	0.03%	189
2024 Q4	$82.3K	Buy	323 +2	+0.6%	+$532	0.03%	185
2024 Q3	$83.5K	Hold	321	–	–	0.04%	180
2024 Q2	$75.5K	Sell	321 -31	-9%	-$7.38K	0.04%	182
2024 Q1	$86K	Sell	352 -120	-25%	-$27.3K	0.04%	172
2023 Q4	$92K	Hold	472	–	–	0.06%	159
2023 Q3	$92K	Hold	472	–	–	0.08%	100
2023 Q2	$97K	Hold	472	–	–	0.08%	104
2023 Q1	$89.9K	Buy	+472	New	+$89.7K	0.08%	109

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 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

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

Elevation Wealth Partners's VIS Position: Q3 2026 in Review

Elevation Wealth Partners increased its Vanguard Industrials ETF (VIS) stake by 0.31% in Q3 2026, buying an estimated $342 and bringing the position to 328 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #199.

Elevation Wealth Partners first reported a position in VIS in Q1 2023 and has held it in 15 quarters since. The position peaked at $118K in Q2 2026. 52 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

Elevation Wealth Partners held 328 shares of Vanguard Industrials ETF worth $105K as of Q3 2026.
Elevation Wealth Partners bought 1 Vanguard Industrials ETF share in Q3 2026, an estimated $342.
Vanguard Industrials ETF made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #199 holding.
Elevation Wealth Partners first reported a position in Vanguard Industrials ETF in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's Vanguard Industrials ETF position peaked at $118K in Q2 2026.
52 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.