Empirical Wealth Management
VIS icon

Empirical Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Empirical Wealth Management’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 		$455K Buy
1,419
+50
+4% +$17.1K 0.01% 803
2026
Q2 		$493K Hold
1,369
– – 0.01% 684
2026
Q1 		$427K Buy
+1,369
New +$445K 0.01% 638

Other funds holding VIS

LPL Financial
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Beacon Capital Management Inc (Ohio)
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
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Empirical Wealth Management's VIS Position: Q3 2026 in Review

Empirical Wealth Management increased its Vanguard Industrials ETF (VIS) stake by 3.7% in Q3 2026, buying an estimated $17.1K and bringing the position to 1,419 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #803.

Empirical Wealth Management first reported a position in VIS in Q1 2026 and has held it in 3 quarters since. The position peaked at $493K in Q2 2026. 367 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • Empirical Wealth Management held 1,419 shares of Vanguard Industrials ETF worth $455K as of Q3 2026.
  • Empirical Wealth Management bought 50 Vanguard Industrials ETF shares in Q3 2026, an estimated $17.1K.
  • Vanguard Industrials ETF made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #803 holding.
  • Empirical Wealth Management first reported a position in Vanguard Industrials ETF in Q1 2026 and has held it in 3 quarters since.
  • Empirical Wealth Management's Vanguard Industrials ETF position peaked at $493K in Q2 2026.
  • 367 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.