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Endeavor Private Wealth’s Vanguard Industrials ETF VIS Stock Holding History

Endeavor Private Wealth’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 		$690K Sell
1,914
-113
-6% -$38.3K 0.17% 104
2026
Q1 		$633K Sell
2,027
-280
-12% -$90.9K 0.18% 101
2025
Q4 		$688K Sell
2,307
-43
-2% -$12.8K 0.2% 99
2025
Q3 		$696K Buy
+2,350
New +$681K 0.22% 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

Endeavor Private Wealth's VIS Position: Q2 2026 in Review

Endeavor Private Wealth reduced its Vanguard Industrials ETF (VIS) stake by 5.6% in Q2 2026, selling an estimated $38.3K and leaving 1,914 shares worth $690K. The position accounts for 0.17% of the portfolio, ranked #104.

Endeavor Private Wealth first reported a position in VIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $696K in Q3 2025. 625 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Endeavor Private Wealth held 1,914 shares of Vanguard Industrials ETF worth $690K as of Q2 2026.
  • Endeavor Private Wealth sold 113 Vanguard Industrials ETF shares in Q2 2026, an estimated $38.3K.
  • Vanguard Industrials ETF made up 0.17% of Endeavor Private Wealth's portfolio in Q2 2026, its #104 holding.
  • Endeavor Private Wealth first reported a position in Vanguard Industrials ETF in Q3 2025 and has held it in 4 quarters since.
  • Endeavor Private Wealth's Vanguard Industrials ETF position peaked at $696K in Q3 2025.
  • 625 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.