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

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FAP

Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 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. 119 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.
119 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.