Game Plan Financial Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Game Plan Financial 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 Q1	$1.17M	Buy	3,735 +251	+7%	+$81.5K	0.52%	45
2025 Q4	$1.04M	Sell	3,484 -10	-0.3%	-$2.97K	0.42%	52
2025 Q3	$1.04M	Sell	3,494 -18	-0.5%	-$5.22K	0.43%	53
2025 Q2	$984K	Hold	3,512	–	–	0.43%	57
2025 Q1	$869K	Hold	3,512	–	–	0.42%	57
2024 Q4	$894K	Hold	3,512	–	–	0.42%	56
2024 Q3	$913K	Buy	3,512 +170	+5%	+$41.6K	0.44%	54
2024 Q2	$786K	Buy	3,342 +350	+12%	+$83.4K	0.39%	61
2024 Q1	$730K	Sell	2,992 -50	-2%	-$11.4K	0.37%	64
2023 Q4	$671K	Buy	+3,042	New	+$613K	0.38%	64
2022 Q4	$893K	Hold	4,892	–	–	0.74%	45
2022 Q3	$771K	Hold	4,892	–	–	0.65%	45
2022 Q2	$794K	Sell	4,892 -50	-1%	-$8.85K	0.64%	48
2022 Q1	$961K	Hold	4,942	–	–	0.57%	51
2021 Q4	$1M	Hold	4,942	–	–	0.54%	56
2021 Q3	$929K	Hold	4,942	–	–	0.55%	53
2021 Q2	$971K	Hold	4,942	–	–	0.58%	49
2021 Q1	$938K	Buy	4,942 +25	+0.5%	+$4.45K	0.6%	50
2020 Q4	$837K	Buy	+4,917	New	+$787K	0.59%	49
2020 Q2	–	Sell	-4,917	Closed	-$544K	–	90
2020 Q1	$544K	Hold	4,917	–	–	0.64%	42
2019 Q4	$757K	Buy	+4,917	New	+$740K	0.71%	42

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Game Plan Financial Advisors's VIS Position: Q1 2026 in Review

Game Plan Financial Advisors increased its Vanguard Industrials ETF (VIS) stake by 7.2% in Q1 2026, buying an estimated $81.5K and bringing the position to 3,735 shares worth $1.17M. The position accounts for 0.52% of the portfolio, ranked #45.

Game Plan Financial Advisors first reported a position in VIS in Q4 2019 and has held it in 21 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Game Plan Financial Advisors held 3,735 shares of Vanguard Industrials ETF worth $1.17M as of Q1 2026.
Game Plan Financial Advisors bought 251 Vanguard Industrials ETF shares in Q1 2026, an estimated $81.5K.
Vanguard Industrials ETF made up 0.52% of Game Plan Financial Advisors's portfolio in Q1 2026, its #45 holding.
Game Plan Financial Advisors first reported a position in Vanguard Industrials ETF in Q4 2019 and has held it in 21 quarters since.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.