Focus Partners Wealth
VIS icon

Focus Partners Wealth’s Vanguard Industrials ETF VIS Stock Holding History

Focus Partners Wealth’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 		$2.76M Sell
7,648
-628
-8% -$213K ﹤0.01% 1212
2026
Q1 		$2.58M Buy
8,276
+753
+10% +$245K ﹤0.01% 1200
2025
Q4 		$2.24M Buy
7,523
+5,308
+240% +$1.58M ﹤0.01% 1274
2025
Q3 		$656K Buy
2,215
+812
+58% +$235K ﹤0.01% 1477
2025
Q2 		$393K Buy
1,403
+18
+1% +$4.65K ﹤0.01% 1556
2025
Q1 		$343K Buy
1,385
+153
+12% +$39.6K ﹤0.01% 1509
2024
Q4 		$314K Buy
1,232
+330
+37% +$87.8K ﹤0.01% 1526
2024
Q3 		$235K Buy
+902
New +$221K ﹤0.01% 1401

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

Focus Partners Wealth's VIS Position: Q2 2026 in Review

Focus Partners Wealth reduced its Vanguard Industrials ETF (VIS) stake by 7.6% in Q2 2026, selling an estimated $213K and leaving 7,648 shares worth $2.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Focus Partners Wealth first reported a position in VIS in Q3 2024 and has held it in 8 quarters since. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Focus Partners Wealth held 7,648 shares of Vanguard Industrials ETF worth $2.76M as of Q2 2026.
  • Focus Partners Wealth sold 628 Vanguard Industrials ETF shares in Q2 2026, an estimated $213K.
  • Vanguard Industrials ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1212 holding.
  • Focus Partners Wealth first reported a position in Vanguard Industrials ETF in Q3 2024 and has held it in 8 quarters since.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.