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Guardian Capital (Pennsylvania)’s Vanguard Industrials ETF VIS Stock Holding History

Guardian Capital (Pennsylvania)’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 		$246K Sell
683
-301
-31% -$102K 0.2% 71
2026
Q1 		$307K Sell
984
-178
-15% -$57.8K 0.29% 65
2025
Q4 		$347K Buy
+1,162
New +$345K 0.31% 72

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

Guardian Capital (Pennsylvania)'s VIS Position: Q2 2026 in Review

Guardian Capital (Pennsylvania) reduced its Vanguard Industrials ETF (VIS) stake by 31% in Q2 2026, selling an estimated $102K and leaving 683 shares worth $246K. The position accounts for 0.2% of the portfolio, ranked #71.

Guardian Capital (Pennsylvania) first reported a position in VIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $347K in Q4 2025. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Guardian Capital (Pennsylvania) held 683 shares of Vanguard Industrials ETF worth $246K as of Q2 2026.
  • Guardian Capital (Pennsylvania) sold 301 Vanguard Industrials ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Industrials ETF made up 0.2% of Guardian Capital (Pennsylvania)'s portfolio in Q2 2026, its #71 holding.
  • Guardian Capital (Pennsylvania) first reported a position in Vanguard Industrials ETF in Q4 2025 and has held it in 3 quarters since.
  • Guardian Capital (Pennsylvania)'s Vanguard Industrials ETF position peaked at $347K in Q4 2025.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Guardian Capital (Pennsylvania)'s 13F filing for Q2 2026, filed 7 Aug 2026.