FAP
VIS icon

Financial Advisory Partners’s Vanguard Industrials ETF VIS Stock Holding History

Financial Advisory 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
Q2 		$6.6M Buy
18,312
+562
+3% +$190K 1.72% 13
2026
Q1 		$5.54M Buy
17,750
+1,101
+7% +$358K 1.57% 16
2025
Q4 		$4.97M Buy
16,649
+207
+1% +$61.5K 1.4% 20
2025
Q3 		$4.87M Buy
16,442
+526
+3% +$152K 1.42% 22
2025
Q2 		$4.46M Buy
15,916
+295
+2% +$76.2K 1.4% 23
2025
Q1 		$3.87M Sell
15,621
-1,741
-10% -$451K 1.29% 27
2024
Q4 		$4.42M Buy
17,362
+432
+3% +$115K 1.47% 20
2024
Q3 		$4.4M Buy
16,930
+234
+1% +$57.3K 1.46% 20
2024
Q2 		$3.93M Sell
16,696
-113
-0.7% -$26.9K 1.47% 19
2024
Q1 		$4.1M Sell
16,809
-3,216
-16% -$731K 1.59% 19
2023
Q4 		$4.41M Buy
20,025
+667
+3% +$134K 1.6% 18
2023
Q3 		$3.77M Buy
19,358
+77
+0.4% +$15.8K 1.52% 26
2023
Q2 		$3.96M Sell
19,281
-144
-0.7% -$27.5K 1.53% 29
2023
Q1 		$3.7M Sell
19,425
-239
-1% -$45.4K 1.47% 31
2022
Q4 		$3.59M Sell
19,664
-608
-3% -$109K 1.48% 33
2022
Q3 		$3.19M Buy
20,272
+219
+1% +$38.1K 1.39% 41
2022
Q2 		$3.28M Buy
20,053
+1,055
+6% +$187K 1.35% 39
2022
Q1 		$3.69M Buy
18,998
+2,299
+14% +$442K 1.37% 36
2021
Q4 		$3.39M Buy
+16,699
New +$3.34M 1.24% 40

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

Financial Advisory Partners's VIS Position: Q2 2026 in Review

Financial Advisory Partners increased its Vanguard Industrials ETF (VIS) stake by 3.2% in Q2 2026, buying an estimated $190K and bringing the position to 18,312 shares worth $6.6M. The position accounts for 1.72% of the portfolio, ranked #13.

Financial Advisory Partners first reported a position in VIS in Q4 2021 and has held it in 19 quarters since. 618 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Financial Advisory Partners held 18,312 shares of Vanguard Industrials ETF worth $6.6M as of Q2 2026.
  • Financial Advisory Partners bought 562 Vanguard Industrials ETF shares in Q2 2026, an estimated $190K.
  • Vanguard Industrials ETF made up 1.72% of Financial Advisory Partners's portfolio in Q2 2026, its #13 holding.
  • Financial Advisory Partners first reported a position in Vanguard Industrials ETF in Q4 2021 and has held it in 19 quarters since.
  • 618 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.