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HB Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

HB Wealth Management’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 		$1.94M Sell
5,390
-3
-0.1% -$1.02K 0.01% 488
2026
Q1 		$1.68M Sell
5,393
-7
-0.1% -$2.27K 0.01% 477
2025
Q4 		$1.61M Buy
5,400
+1
+0% +$297 0.01% 464
2025
Q3 		$1.6M Buy
5,399
+3,041
+129% +$881K 0.01% 475
2025
Q2 		$661K Sell
2,358
-374
-14% -$96.6K 0.01% 655
2025
Q1 		$676K Sell
2,732
-57
-2% -$14.8K 0.01% 671
2024
Q4 		$710K Buy
2,789
+2
+0.1% +$532 0.01% 506
2024
Q3 		$725K Sell
2,787
-28
-1% -$6.86K 0.01% 471
2024
Q2 		$662K Hold
2,815
– – 0.01% 462
2024
Q1 		$687K Buy
2,815
+26
+0.9% +$5.91K 0.01% 418
2023
Q4 		$615K Sell
2,789
-26
-0.9% -$5.24K 0.01% 406
2023
Q3 		$549K Sell
2,815
-4
-0.1% -$821 0.01% 408
2023
Q2 		$579K Buy
2,819
+14
+0.5% +$2.68K 0.01% 383
2023
Q1 		$534K Buy
2,805
+22
+0.8% +$4.18K 0.01% 402
2022
Q4 		$508K Buy
2,783
+15
+0.5% +$2.68K 0.01% 390
2022
Q3 		$436K Sell
2,768
-140
-5% -$24.4K 0.01% 362
2022
Q2 		$475K Buy
2,908
+1
+0% +$177 0.01% 351
2022
Q1 		$565K Sell
2,907
-1,387
-32% -$267K 0.01% 331
2021
Q4 		$872K Buy
+4,294
New +$858K 0.02% 255

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 $1.59B 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

HB Wealth Management's VIS Position: Q2 2026 in Review

HB Wealth Management reduced its Vanguard Industrials ETF (VIS) stake by 0.06% in Q2 2026, selling an estimated $1.02K and leaving 5,390 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #488.

HB Wealth Management first reported a position in VIS in Q4 2021 and has held it in 19 quarters since. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • HB Wealth Management held 5,390 shares of Vanguard Industrials ETF worth $1.94M as of Q2 2026.
  • HB Wealth Management sold 3 Vanguard Industrials ETF shares in Q2 2026, an estimated $1.02K.
  • Vanguard Industrials ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #488 holding.
  • HB Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2021 and has held it in 19 quarters since.
  • 626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.