Global Financial Private Client’s Vanguard Industrials ETF VIS Stock Holding History

Global Financial Private Client’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	$716K	Buy	2,233 +23	+1%	+$7.87K	0.2%	131
2026 Q2	$796K	Buy	2,210 +39	+2%	+$13.2K	0.22%	129
2026 Q1	$678K	Buy	2,171 +140	+7%	+$45.5K	0.22%	130
2025 Q4	$606K	Buy	2,031 +12	+0.6%	+$3.56K	0.21%	127
2025 Q3	$598K	Buy	2,019 +114	+6%	+$33K	0.21%	125
2025 Q2	$534K	Sell	1,905 -1	-0.1%	-$258	0.2%	131
2025 Q1	$472K	Sell	1,906 -762	-29%	-$197K	0.18%	131
2024 Q4	$679K	Buy	2,668 +191	+8%	+$50.8K	0.25%	105
2024 Q3	$644K	Sell	2,477 -936	-27%	-$229K	0.25%	107
2024 Q2	$803K	Buy	3,413 +184	+6%	+$43.8K	0.34%	82
2024 Q1	$782K	Buy	3,229 +253	+9%	+$57.5K	0.34%	85
2023 Q4	$656K	Buy	2,976 +185	+7%	+$37.3K	0.31%	90
2023 Q3	$539K	Sell	2,791 -35	-1%	-$7.18K	0.28%	89
2023 Q2	$581K	Sell	2,826 -741	-21%	-$142K	0.29%	86
2023 Q1	$681K	Sell	3,567 -392	-10%	-$74.5K	0.35%	65
2022 Q4	$723K	Buy	3,959 +118	+3%	+$21.1K	0.4%	60
2022 Q3	$624K	Sell	3,841 -1,043	-21%	-$182K	0.36%	69
2022 Q2	$806K	Sell	4,884 -2,107	-30%	-$373K	0.45%	56
2022 Q1	$1.35M	Buy	6,991 +124	+2%	+$23.8K	0.65%	33
2021 Q4	$1.39M	Buy	6,867 +513	+8%	+$103K	0.67%	38
2021 Q3	$1.21M	Buy	6,354 +401	+7%	+$78.7K	0.62%	37
2021 Q2	$1.18M	Buy	5,953 +1,454	+32%	+$286K	0.66%	37
2021 Q1	$857K	Buy	4,499 +253	+6%	+$45K	0.61%	37
2020 Q4	$722K	Buy	4,246 +331	+8%	+$53K	0.57%	41
2020 Q3	$567K	Buy	3,915 +61	+2%	+$8.6K	0.49%	44
2020 Q2	$497K	Buy	3,854 +1,182	+44%	+$144K	0.43%	57
2020 Q1	$281K	Buy	+2,672	New	+$379K	0.3%	79

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

Global Financial Private Client's VIS Position: Q3 2026 in Review

Global Financial Private Client increased its Vanguard Industrials ETF (VIS) stake by 1% in Q3 2026, buying an estimated $7.87K and bringing the position to 2,233 shares worth $716K. The position accounts for 0.2% of the portfolio, ranked #131.

Global Financial Private Client first reported a position in VIS in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.39M in Q4 2021. 388 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

Global Financial Private Client held 2,233 shares of Vanguard Industrials ETF worth $716K as of Q3 2026.
Global Financial Private Client bought 23 Vanguard Industrials ETF shares in Q3 2026, an estimated $7.87K.
Vanguard Industrials ETF made up 0.2% of Global Financial Private Client's portfolio in Q3 2026, its #131 holding.
Global Financial Private Client first reported a position in Vanguard Industrials ETF in Q1 2020 and has held it in 27 quarters since.
Global Financial Private Client's Vanguard Industrials ETF position peaked at $1.39M in Q4 2021.
388 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.