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Harper Investing’s Vanguard Industrials ETF VIS Stock Holding History

Harper Investing’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 		$5.71M Buy
15,843
+531
+3% +$180K 1.93% 16
2026
Q1 		$4.78M Sell
15,312
-4,831
-24% -$1.57M 2.09% 15
2025
Q4 		$6.01M Buy
20,143
+1,813
+10% +$538K 2.59% 14
2025
Q3 		$5.43M Buy
18,330
+2,946
+19% +$854K 2.59% 14
2025
Q2 		$4.31M Sell
15,384
-106
-0.7% -$27.4K 2.41% 13
2025
Q1 		$3.83M Buy
15,490
+3,883
+33% +$1M 2.54% 11
2024
Q4 		$2.95M Sell
11,607
-1,742
-13% -$464K 2.18% 12
2024
Q3 		$3.47M Buy
13,349
+3,082
+30% +$755K 2.28% 13
2024
Q2 		$2.41M Buy
10,267
+6,060
+144% +$1.44M 2.38% 14
2024
Q1 		$1.03M Buy
4,207
+3,274
+351% +$744K 1.21% 15
2023
Q4 		$206K Buy
+933
New +$188K 0.22% 18
2023
Q2 		– Sell
-1,714
Closed -$327K – 24
2023
Q1 		$327K Sell
1,714
-3,859
-69% -$733K 0.41% 16
2022
Q4 		$1.02M Sell
5,573
-8,438
-60% -$1.51M 1.26% 15
2022
Q3 		$2.2M Buy
14,011
+568
+4% +$98.9K 2.26% 14
2022
Q2 		$2.2M Buy
13,443
+1,427
+12% +$253K 2.23% 14
2022
Q1 		$2.34M Buy
+12,016
New +$2.31M 2.17% 14

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

Harper Investing's VIS Position: Q2 2026 in Review

Harper Investing increased its Vanguard Industrials ETF (VIS) stake by 3.5% in Q2 2026, buying an estimated $180K and bringing the position to 15,843 shares worth $5.71M. The position accounts for 1.93% of the portfolio, ranked #16.

Harper Investing first reported a position in VIS in Q1 2022 and has held it in 16 quarters since. The position peaked at $6.01M in Q4 2025. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Harper Investing held 15,843 shares of Vanguard Industrials ETF worth $5.71M as of Q2 2026.
  • Harper Investing bought 531 Vanguard Industrials ETF shares in Q2 2026, an estimated $180K.
  • Vanguard Industrials ETF made up 1.93% of Harper Investing's portfolio in Q2 2026, its #16 holding.
  • Harper Investing first reported a position in Vanguard Industrials ETF in Q1 2022 and has held it in 16 quarters since.
  • Harper Investing's Vanguard Industrials ETF position peaked at $6.01M in Q4 2025.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.