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 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

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FAP

Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

Global Financial Private Client's VIS Position: Q2 2026 in Review

Global Financial Private Client increased its Vanguard Industrials ETF (VIS) stake by 1.8% in Q2 2026, buying an estimated $13.2K and bringing the position to 2,210 shares worth $796K. The position accounts for 0.22% of the portfolio, ranked #129.

Global Financial Private Client first reported a position in VIS in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.39M in Q4 2021. 119 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Global Financial Private Client held 2,210 shares of Vanguard Industrials ETF worth $796K as of Q2 2026.
Global Financial Private Client bought 39 Vanguard Industrials ETF shares in Q2 2026, an estimated $13.2K.
Vanguard Industrials ETF made up 0.22% of Global Financial Private Client's portfolio in Q2 2026, its #129 holding.
Global Financial Private Client first reported a position in Vanguard Industrials ETF in Q1 2020 and has held it in 26 quarters since.
Global Financial Private Client's Vanguard Industrials ETF position peaked at $1.39M in Q4 2021.
119 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.