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Foundations Investment Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Foundations Investment Advisors’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 		$5.67M Buy
15,720
+648
+4% +$220K 0.06% 230
2026
Q1 		$4.71M Buy
15,072
+353
+2% +$115K 0.06% 231
2025
Q4 		$4.39M Buy
14,719
+404
+3% +$120K 0.06% 239
2025
Q3 		$4.24M Buy
14,315
+445
+3% +$129K 0.06% 230
2025
Q2 		$3.88M Buy
13,870
+506
+4% +$131K 0.06% 235
2025
Q1 		$3.31M Buy
13,364
+361
+3% +$93.4K 0.06% 239
2024
Q4 		$3.31M Buy
13,003
+629
+5% +$167K 0.06% 224
2024
Q3 		$3.22M Sell
12,374
-1,170
-9% -$286K 0.07% 217
2024
Q2 		$3.19M Buy
13,544
+334
+3% +$79.6K 0.08% 192
2024
Q1 		$3.23M Buy
13,210
+188
+1% +$42.7K 0.08% 187
2023
Q4 		$2.89M Buy
13,022
+957
+8% +$193K 0.08% 189
2023
Q3 		$2.35M Buy
12,065
+3,164
+36% +$649K 0.07% 201
2023
Q2 		$1.83M Buy
8,901
+3,226
+57% +$617K 0.06% 200
2023
Q1 		$1.08M Buy
+5,675
New +$1.08M 0.04% 226
2022
Q1 		– Sell
-10,171
Closed -$2.06M – 370
2021
Q4 		$2.06M Buy
10,171
+7,191
+241% +$1.44M 0.08% 91
2021
Q3 		$571K Buy
+2,980
New +$585K 0.02% 162

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

Foundations Investment Advisors's VIS Position: Q2 2026 in Review

Foundations Investment Advisors increased its Vanguard Industrials ETF (VIS) stake by 4.3% in Q2 2026, buying an estimated $220K and bringing the position to 15,720 shares worth $5.67M. The position accounts for 0.06% of the portfolio, ranked #230.

Foundations Investment Advisors first reported a position in VIS in Q3 2021 and has held it in 16 quarters since. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Foundations Investment Advisors held 15,720 shares of Vanguard Industrials ETF worth $5.67M as of Q2 2026.
  • Foundations Investment Advisors bought 648 Vanguard Industrials ETF shares in Q2 2026, an estimated $220K.
  • Vanguard Industrials ETF made up 0.06% of Foundations Investment Advisors's portfolio in Q2 2026, its #230 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Industrials ETF in Q3 2021 and has held it in 16 quarters since.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.