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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

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

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. 625 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.
  • 625 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.