Hazlett, Burt & Watson’s Vanguard Industrials ETF VIS Stock Holding History

Hazlett, Burt & Watson’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 Q3	$294K	Hold	918	–	–	0.08%	215
2026 Q2	$330K	Hold	918	–	–	0.09%	203
2026 Q1	$287K	Hold	918	–	–	0.09%	210
2025 Q4	$274K	Buy	918 +30	+3%	+$8.91K	0.09%	205
2025 Q3	$264K	Hold	888	–	–	0.09%	190
2025 Q2	$247K	Hold	888	–	–	0.1%	179
2025 Q1	$220K	Hold	888	–	–	0.1%	182
2024 Q4	$226K	Sell	888 -38	-4%	-$10.1K	0.1%	185
2024 Q3	$242K	Hold	926	–	–	0.11%	179
2024 Q2	$218K	Sell	926 -59	-6%	-$14.1K	0.11%	172
2024 Q1	$240K	Buy	985 +137	+16%	+$31.1K	0.14%	149
2023 Q4	$187K	Hold	848	–	–	0.13%	162
2023 Q3	$166K	Buy	848 +2	+0.2%	+$410	0.12%	162
2023 Q2	$174K	Hold	846	–	–	0.13%	154
2023 Q1	$161K	Buy	846 +1	+0.1%	+$190	0.13%	146
2022 Q4	$154K	Buy	845 +6	+0.7%	+$1.07K	0.14%	145
2022 Q3	$132K	Hold	839	–	–	0.13%	154
2022 Q2	$138K	Buy	839 +2	+0.2%	+$354	0.13%	166
2022 Q1	$163K	Buy	+837	New	+$161K	0.13%	159

Other funds holding VIS

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Hazlett, Burt & Watson's VIS Position: Q3 2026 in Review

Hazlett, Burt & Watson held its Vanguard Industrials ETF (VIS) position steady in Q3 2026 at 918 shares worth $294K. The position accounts for 0.08% of the portfolio, ranked #215.

Hazlett, Burt & Watson first reported a position in VIS in Q1 2022 and has held it in 19 quarters since. The position peaked at $330K in Q2 2026. 421 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

Hazlett, Burt & Watson held 918 shares of Vanguard Industrials ETF worth $294K as of Q3 2026.
Hazlett, Burt & Watson left its Vanguard Industrials ETF share count unchanged in Q3 2026.
Vanguard Industrials ETF made up 0.08% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #215 holding.
Hazlett, Burt & Watson first reported a position in Vanguard Industrials ETF in Q1 2022 and has held it in 19 quarters since.
Hazlett, Burt & Watson's Vanguard Industrials ETF position peaked at $330K in Q2 2026.
421 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.