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

EPG 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 Q2	$46.2K	Hold	128	–	–	0.01%	231
2026 Q1	$39.9K	Hold	128	–	–	0.01%	236
2025 Q4	$38K	Buy	128 +1	+0.8%	+$297	0.01%	235
2025 Q3	$37.7K	Hold	127	–	–	0.01%	239
2025 Q2	$35.5K	Hold	127	–	–	0.01%	238
2025 Q1	$31.3K	Buy	127 +1	+0.8%	+$259	0.01%	318
2024 Q4	$32.1K	Buy	126 +1	+0.8%	+$266	0.01%	325
2024 Q3	$32.6K	Buy	+125	New	+$30.6K	0.01%	324
2024 Q2	–	Sell	-125	Closed	-$29.8K	–	350
2024 Q1	$30.5K	Hold	125	–	–	0.01%	341
2023 Q4	$27.9K	Buy	125 +1	+0.8%	+$202	0.01%	332
2023 Q3	$24.1K	Buy	124 +1	+0.8%	+$205	0.01%	333
2023 Q2	$25.3K	Hold	123	–	–	0.01%	323
2023 Q1	$23.5K	Hold	123	–	–	0.01%	331
2022 Q4	$22.4K	Buy	123 +1	+0.8%	+$179	0.01%	301
2022 Q3	$19K	Buy	+122	New	+$21.2K	0.01%	314
2022 Q2	–	Sell	-121	Closed	-$24K	–	391
2022 Q1	$24K	Hold	121	–	–	0.01%	326
2021 Q4	$25K	Buy	121 +1	+0.8%	+$200	0.01%	331
2021 Q3	$23K	Buy	+120	New	+$23.5K	0.01%	310

Other funds holding VIS

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

EPG Wealth Management's VIS Position: Q2 2026 in Review

EPG Wealth Management held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 128 shares worth $46.2K. The position accounts for 0.01% of the portfolio, ranked #231.

EPG Wealth Management first reported a position in VIS in Q3 2021 and has held it in 18 quarters since. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

EPG Wealth Management held 128 shares of Vanguard Industrials ETF worth $46.2K as of Q2 2026.
EPG Wealth Management left its Vanguard Industrials ETF share count unchanged in Q2 2026.
Vanguard Industrials ETF made up 0.01% of EPG Wealth Management's portfolio in Q2 2026, its #231 holding.
EPG Wealth Management first reported a position in Vanguard Industrials ETF in Q3 2021 and has held it in 18 quarters since.
621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.