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HBW Advisory Services’s Vanguard Industrials ETF VIS Stock Holding History

HBW Advisory Services’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
-1,680
Closed -$525K – 499
2026
Q1 		$525K Sell
1,680
-618
-27% -$201K 0.06% 284
2025
Q4 		$686K Buy
2,298
+44
+2% +$13.1K 0.07% 235
2025
Q3 		$668K Sell
2,254
-908
-29% -$263K 0.08% 225
2025
Q2 		$886K Buy
3,162
+690
+28% +$178K 0.11% 178
2025
Q1 		$612K Sell
2,472
-2,318
-48% -$600K 0.09% 187
2024
Q4 		$1.22M Buy
4,790
+1,936
+68% +$515K 0.13% 119
2024
Q3 		$742K Buy
2,854
+394
+16% +$96.5K 0.11% 164
2024
Q2 		$579K Buy
2,460
+597
+32% +$142K 0.1% 180
2024
Q1 		$410K Hold
1,863
– – 0.08% 190
2023
Q4 		$410K Buy
1,863
+480
+35% +$96.7K 0.08% 190
2023
Q3 		$270K Buy
1,383
+143
+12% +$29.3K 0.06% 229
2023
Q2 		$255K Buy
+1,240
New +$237K 0.06% 251
2022
Q2 		– Sell
-3,400
Closed -$661K – 259
2022
Q1 		$661K Buy
3,400
+47
+1% +$9.04K 0.23% 110
2021
Q4 		$681K Sell
3,353
-470
-12% -$93.9K 0.16% 132
2021
Q3 		$719K Sell
3,823
-14,076
-79% -$2.76M 0.19% 129
2021
Q2 		$3.52M Buy
17,899
+15,941
+814% +$3.13M 0.92% 36
2021
Q1 		$371K Buy
+1,958
New +$349K 0.1% 168

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

HBW Advisory Services's VIS Position: Q2 2026 in Review

HBW Advisory Services sold out of Vanguard Industrials ETF (VIS) in Q2 2026, closing a stake of 1,680 shares — an estimated $525K sold.

HBW Advisory Services first reported a position in VIS in Q1 2021 and held it in 17 quarters. The position peaked at $3.52M in Q2 2021. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • HBW Advisory Services reported no remaining Vanguard Industrials ETF position as of Q2 2026 after selling out during the quarter.
  • HBW Advisory Services sold 1,680 Vanguard Industrials ETF shares in Q2 2026, an estimated $525K.
  • HBW Advisory Services first reported a position in Vanguard Industrials ETF in Q1 2021 and held it in 17 quarters.
  • HBW Advisory Services's Vanguard Industrials ETF position peaked at $3.52M in Q2 2021.
  • 626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.