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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s VIS Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Vanguard Industrials ETF (VIS) in Q1 2026: 160 shares worth $49.8K. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in VIS as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in VIS in Q4 2023 and has held it in 8 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 160 shares of Vanguard Industrials ETF worth $49.8K as of Q1 2026.
Vanguard Industrials ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
Vanguard Industrials ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #441 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Industrials ETF in Q4 2023 and has held it in 8 quarters since.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.