Founders Financial Securities
VIS icon

Founders Financial Securities’s Vanguard Industrials ETF VIS Stock Holding History

Founders Financial Securities’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 		$614K Sell
1,916
-20
-1% -$6.85K 0.03% 385
2026
Q2 		$698K Buy
1,936
+1
+0.1% +$339 0.04% 346
2026
Q1 		$644K Sell
1,935
-179
-8% -$58.1K 0.04% 336
2025
Q4 		$631K Buy
2,114
+161
+8% +$47.8K 0.04% 350
2025
Q3 		$579K Sell
1,953
-3
-0.2% -$869 0.04% 323
2025
Q2 		$548K Buy
1,956
+16
+0.8% +$4.13K 0.04% 326
2025
Q1 		$475K Buy
1,940
+69
+4% +$17.9K 0.04% 324
2024
Q4 		$476K Sell
1,871
-93
-5% -$24.7K 0.04% 314
2024
Q3 		$511K Sell
1,964
-147
-7% -$36K 0.05% 269
2024
Q2 		$496K Buy
2,111
+41
+2% +$9.8K 0.05% 290
2024
Q1 		$505K Buy
2,070
+213
+11% +$48.4K 0.05% 260
2023
Q4 		$409K Sell
1,857
-2,818
-60% -$568K 0.05% 271
2023
Q3 		$912K Buy
4,675
+3,011
+181% +$618K 0.12% 149
2023
Q2 		$342K Buy
1,664
+51
+3% +$9.7K 0.05% 248
2023
Q1 		$307K Sell
1,613
-45
-3% -$8.55K 0.04% 257
2022
Q4 		$303K Buy
1,658
+114
+7% +$20.4K 0.05% 256
2022
Q3 		$243K Buy
+1,544
New +$269K 0.04% 263

Other funds holding VIS

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Founders Financial Securities's VIS Position: Q3 2026 in Review

Founders Financial Securities reduced its Vanguard Industrials ETF (VIS) stake by 1% in Q3 2026, selling an estimated $6.85K and leaving 1,916 shares worth $614K. The position accounts for 0.03% of the portfolio, ranked #385.

Founders Financial Securities first reported a position in VIS in Q3 2022 and has held it in 17 quarters since. The position peaked at $912K in Q3 2023. 421 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • Founders Financial Securities held 1,916 shares of Vanguard Industrials ETF worth $614K as of Q3 2026.
  • Founders Financial Securities sold 20 Vanguard Industrials ETF shares in Q3 2026, an estimated $6.85K.
  • Vanguard Industrials ETF made up 0.03% of Founders Financial Securities's portfolio in Q3 2026, its #385 holding.
  • Founders Financial Securities first reported a position in Vanguard Industrials ETF in Q3 2022 and has held it in 17 quarters since.
  • Founders Financial Securities's Vanguard Industrials ETF position peaked at $912K in Q3 2023.
  • 421 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.