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Grimes & Company’s Vanguard Industrials ETF VIS Stock Holding History

Grimes & Company’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 		$4.27M Sell
11,841
-825
-7% -$280K 0.09% 136
2026
Q1 		$3.95M Sell
12,666
-399
-3% -$130K 0.11% 124
2025
Q4 		$3.9M Sell
13,065
-1,176
-8% -$349K 0.09% 133
2025
Q3 		$4.22M Sell
14,241
-633
-4% -$183K 0.1% 122
2025
Q2 		$4.17M Buy
+14,874
New +$3.84M 0.11% 118
2025
Q1 		– Sell
-2,401
Closed -$611K – 403
2024
Q4 		$611K Buy
+2,401
New +$639K 0.02% 233

Other funds holding VIS

CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CA
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
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Grimes & Company's VIS Position: Q2 2026 in Review

Grimes & Company reduced its Vanguard Industrials ETF (VIS) stake by 6.5% in Q2 2026, selling an estimated $280K and leaving 11,841 shares worth $4.27M. The position accounts for 0.09% of the portfolio, ranked #136.

Grimes & Company first reported a position in VIS in Q4 2024 and has held it in 6 quarters since. 112 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Grimes & Company held 11,841 shares of Vanguard Industrials ETF worth $4.27M as of Q2 2026.
  • Grimes & Company sold 825 Vanguard Industrials ETF shares in Q2 2026, an estimated $280K.
  • Vanguard Industrials ETF made up 0.09% of Grimes & Company's portfolio in Q2 2026, its #136 holding.
  • Grimes & Company first reported a position in Vanguard Industrials ETF in Q4 2024 and has held it in 6 quarters since.
  • 112 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.