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 Q3	$769K	Sell	2,401 -136	-5%	-$46.6K	0.35%	56
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.59% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Financial Freedom LLC's VIS Position: Q3 2026 in Review

Financial Freedom LLC reduced its Vanguard Industrials ETF (VIS) stake by 5.4% in Q3 2026, selling an estimated $46.6K and leaving 2,401 shares worth $769K. The position accounts for 0.35% of the portfolio, ranked #56.

Financial Freedom LLC first reported a position in VIS in Q4 2022 and has held it in 16 quarters since. The position peaked at $914K in Q2 2026. 367 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

Financial Freedom LLC held 2,401 shares of Vanguard Industrials ETF worth $769K as of Q3 2026.
Financial Freedom LLC sold 136 Vanguard Industrials ETF shares in Q3 2026, an estimated $46.6K.
Vanguard Industrials ETF made up 0.35% of Financial Freedom LLC's portfolio in Q3 2026, its #56 holding.
Financial Freedom LLC first reported a position in Vanguard Industrials ETF in Q4 2022 and has held it in 16 quarters since.
Financial Freedom LLC's Vanguard Industrials ETF position peaked at $914K in Q2 2026.
367 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Financial Freedom LLC's 13F filing for Q3 2026, filed 6 Nov 2026.