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Guardian Wealth Advisors (North Carolina)’s Vanguard Industrials ETF VIS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-160
Closed -$49.8K – 598
2026
Q1 		$49.8K Buy
+160
New +$52K ﹤0.01% 441
2025
Q3 		– Sell
-159
Closed -$44.4K – 545
2025
Q2 		$44.4K Buy
159
+1
+0.6% +$258 ﹤0.01% 408
2025
Q1 		$39.2K Hold
158
– – ﹤0.01% 397
2024
Q4 		$40.2K Buy
158
+1
+0.6% +$266 ﹤0.01% 377
2024
Q3 		$40.8K Hold
157
– – ﹤0.01% 321
2024
Q2 		$36.9K Hold
157
– – ﹤0.01% 317
2024
Q1 		$38.3K Buy
157
+132
+528% +$30K ﹤0.01% 336
2023
Q4 		$5.51K Buy
+25
New +$5.04K ﹤0.01% 392

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PGIM Custom Harvest
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 $1.59B AUM 11.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 Wealth Advisors (North Carolina)'s VIS Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Vanguard Industrials ETF (VIS) in Q2 2026, closing a stake of 160 shares — an estimated $49.8K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in VIS in Q4 2023 and held it in 8 quarters. The position peaked at $49.8K in Q1 2026. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Vanguard Industrials ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 160 Vanguard Industrials ETF shares in Q2 2026, an estimated $49.8K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Industrials ETF in Q4 2023 and held it in 8 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Vanguard Industrials ETF position peaked at $49.8K in Q1 2026.
  • 626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.