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Financial Freedom LLC’s Vanguard Industrials ETF VIS Stock Holding History

Financial Freedom LLC’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 		$914K Buy
2,537
+2
+0.1% +$678 0.42% 52
2026
Q1 		$792K Buy
2,535
+2
+0.1% +$649 0.39% 53
2025
Q4 		$756K Buy
2,533
+3
+0.1% +$891 0.38% 53
2025
Q3 		$750K Buy
2,530
+2
+0.1% +$580 0.37% 54
2025
Q2 		$708K Buy
2,528
+2
+0.1% +$517 0.38% 52
2025
Q1 		$625K Sell
2,526
-91
-3% -$23.5K 0.36% 50
2024
Q4 		$666K Buy
2,617
+7
+0.3% +$1.86K 0.35% 51
2024
Q3 		$679K Sell
2,610
-74
-3% -$18.1K 0.36% 50
2024
Q2 		$631K Sell
2,684
-20
-0.7% -$4.76K 0.36% 51
2024
Q1 		$660K Sell
2,704
-33
-1% -$7.5K 0.39% 49
2023
Q4 		$603K Sell
2,737
-117
-4% -$23.6K 0.38% 51
2023
Q3 		$556K Buy
2,854
+4
+0.1% +$821 0.39% 47
2023
Q2 		$586K Hold
2,850
– – 0.41% 45
2023
Q1 		$543K Buy
2,850
+4
+0.1% +$760 0.4% 46
2022
Q4 		$520K Buy
+2,846
New +$509K 0.35% 45

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 Freedom LLC's VIS Position: Q2 2026 in Review

Financial Freedom LLC increased its Vanguard Industrials ETF (VIS) stake by 0.08% in Q2 2026, buying an estimated $678 and bringing the position to 2,537 shares worth $914K. The position accounts for 0.42% of the portfolio, ranked #52.

Financial Freedom LLC first reported a position in VIS in Q4 2022 and has held it in 15 quarters since. 623 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Financial Freedom LLC held 2,537 shares of Vanguard Industrials ETF worth $914K as of Q2 2026.
  • Financial Freedom LLC bought 2 Vanguard Industrials ETF shares in Q2 2026, an estimated $678.
  • Vanguard Industrials ETF made up 0.42% of Financial Freedom LLC's portfolio in Q2 2026, its #52 holding.
  • Financial Freedom LLC first reported a position in Vanguard Industrials ETF in Q4 2022 and has held it in 15 quarters since.
  • 623 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.