Financial Consulate’s Vanguard Industrials ETF VIS Stock Holding History

Financial Consulate’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	$641K	Buy	1,779 +123	+7%	+$41.7K	0.07%	75
2026 Q1	$517K	Hold	1,656	–	–	0.06%	78
2025 Q4	$494K	Buy	1,656 +82	+5%	+$24.3K	0.07%	86
2025 Q3	$466K	Sell	1,574 -175	-10%	-$50.7K	0.07%	99
2025 Q2	$490K	Buy	+1,749	New	+$452K	0.1%	34
2025 Q1	–	Sell	-1,634	Closed	-$416K	–	36
2024 Q4	$416K	Hold	1,634	–	–	0.11%	31
2024 Q3	$425K	Hold	1,634	–	–	0.11%	31
2024 Q2	$384K	Hold	1,634	–	–	0.11%	30
2024 Q1	$399K	Hold	1,634	–	–	0.12%	31
2023 Q4	$360K	Hold	1,634	–	–	0.12%	31
2023 Q3	$319K	Buy	+1,634	New	+$335K	0.14%	33
2023 Q2	–	Sell	-1,634	Closed	-$311K	–	114
2023 Q1	$311K	Hold	1,634	–	–	0.11%	96
2022 Q4	$298K	Hold	1,634	–	–	0.1%	107
2022 Q3	$257K	Hold	1,634	–	–	0.11%	100
2022 Q2	$267K	Hold	1,634	–	–	0.13%	103
2022 Q1	$318K	Hold	1,634	–	–	0.12%	94
2021 Q4	$332K	Hold	1,634	–	–	0.12%	97
2021 Q3	$307K	Hold	1,634	–	–	0.11%	100
2021 Q2	$321K	Hold	1,634	–	–	0.12%	89
2021 Q1	$309K	Hold	1,634	–	–	0.13%	85
2020 Q4	$278K	Hold	1,634	–	–	0.12%	85
2020 Q3	$237K	Hold	1,634	–	–	0.11%	86
2020 Q2	$212K	Buy	+1,634	New	+$199K	0.11%	89
2020 Q1	–	Sell	-1,842	Closed	-$283K	–	107
2019 Q4	$283K	Buy	+1,842	New	+$277K	0.13%	82

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

Financial Consulate's VIS Position: Q2 2026 in Review

Financial Consulate increased its Vanguard Industrials ETF (VIS) stake by 7.4% in Q2 2026, buying an estimated $41.7K and bringing the position to 1,779 shares worth $641K. The position accounts for 0.07% of the portfolio, ranked #75.

Financial Consulate first reported a position in VIS in Q4 2019 and has held it in 24 quarters since. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Financial Consulate held 1,779 shares of Vanguard Industrials ETF worth $641K as of Q2 2026.
Financial Consulate bought 123 Vanguard Industrials ETF shares in Q2 2026, an estimated $41.7K.
Vanguard Industrials ETF made up 0.07% of Financial Consulate's portfolio in Q2 2026, its #75 holding.
Financial Consulate first reported a position in Vanguard Industrials ETF in Q4 2019 and has held it in 24 quarters since.
621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.