EverSource Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

EverSource Wealth Advisors’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	$52.3K	Sell	145 -154	-52%	-$52.2K	﹤0.01%	1757
2026 Q1	$93.4K	Buy	299 +154	+106%	+$50K	﹤0.01%	1472
2025 Q4	$43.3K	Hold	145	–	–	﹤0.01%	1843
2025 Q3	$43K	Hold	145	–	–	﹤0.01%	1809
2025 Q2	$40.6K	Hold	145	–	–	﹤0.01%	1757
2025 Q1	$35.9K	Sell	145 -200	-58%	-$51.8K	﹤0.01%	1403
2024 Q4	$87.8K	Hold	345	–	–	﹤0.01%	949
2024 Q3	$89.7K	Hold	345	–	–	0.01%	834
2024 Q2	$85.7K	Hold	345	–	–	0.01%	862
2024 Q1	$80.7K	Sell	345 -195	-36%	-$44.3K	0.01%	795
2023 Q4	$119K	Sell	540 -313	-37%	-$63.1K	0.01%	579
2023 Q3	$166K	Buy	853 +317	+59%	+$65.1K	0.02%	438
2023 Q2	$110K	Buy	536 +50	+10%	+$9.56K	0.01%	548
2023 Q1	$92.6K	Sell	486 -29	-6%	-$5.51K	0.01%	563
2022 Q4	$94.1K	Buy	+515	New	+$92.1K	0.01%	525

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 $1.59B AUM 11.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

EverSource Wealth Advisors's VIS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Industrials ETF (VIS) stake by 52% in Q2 2026, selling an estimated $52.2K and leaving 145 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

EverSource Wealth Advisors first reported a position in VIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $166K in Q3 2023. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

EverSource Wealth Advisors held 145 shares of Vanguard Industrials ETF worth $52.3K as of Q2 2026.
EverSource Wealth Advisors sold 154 Vanguard Industrials ETF shares in Q2 2026, an estimated $52.2K.
Vanguard Industrials ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1757 holding.
EverSource Wealth Advisors first reported a position in Vanguard Industrials ETF in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Vanguard Industrials ETF position peaked at $166K in Q3 2023.
626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.