Golden State Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Golden State Wealth Management’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	$38.3K	Hold	106	–	–	﹤0.01%	788
2026 Q1	$33.1K	Sell	106 -68	-39%	-$22.1K	﹤0.01%	792
2025 Q4	$51.9K	Buy	174 +8	+5%	+$2.38K	0.01%	684
2025 Q3	$49.4K	Hold	166	–	–	0.01%	685
2025 Q2	$46.6K	Hold	166	–	–	0.01%	662
2025 Q1	$41.1K	Buy	166 +1	+0.6%	+$259	0.01%	634
2024 Q4	$42.2K	Buy	+165	New	+$43.9K	0.01%	608
2019 Q4	–	Sell	-296	Closed	-$43K	–	920
2019 Q3	$43K	Hold	296	–	–	0.01%	463
2019 Q2	$43K	Hold	296	–	–	0.01%	490
2019 Q1	$41K	Buy	+296	New	+$40K	0.01%	500

Other funds holding VIS

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Golden State Wealth Management's VIS Position: Q2 2026 in Review

Golden State Wealth Management held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 106 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Golden State Wealth Management first reported a position in VIS in Q1 2019 and has held it in 10 quarters since. The position peaked at $51.9K in Q4 2025. 622 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Golden State Wealth Management held 106 shares of Vanguard Industrials ETF worth $38.3K as of Q2 2026.
Golden State Wealth Management left its Vanguard Industrials ETF share count unchanged in Q2 2026.
Vanguard Industrials ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #788 holding.
Golden State Wealth Management first reported a position in Vanguard Industrials ETF in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's Vanguard Industrials ETF position peaked at $51.9K in Q4 2025.
622 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.