Hershey Financial Advisers’s Vanguard Industrials ETF VIS Stock Holding History

Hershey Financial Advisers’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	$1.5M	Sell	4,676 -144	-3%	-$49.3K	1.12%	37
2026 Q2	$1.74M	Sell	4,820 -659	-12%	-$223K	1.25%	29
2026 Q1	$1.71M	Sell	5,479 -562	-9%	-$182K	1.48%	23
2025 Q4	$1.8M	Sell	6,041 -234	-4%	-$69.5K	1.52%	16
2025 Q3	$1.86M	Buy	6,275 +60	+1%	+$17.4K	1.59%	21
2025 Q2	$1.74M	Buy	+6,215	New	+$1.61M	1.56%	20
2024 Q4	$1.75M	Buy	+6,861	New	+$1.83M	1.54%	23
2024 Q2	$1.66M	Buy	+7,050	New	+$1.68M	1.49%	13

Other funds holding VIS

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Hershey Financial Advisers's VIS Position: Q3 2026 in Review

Hershey Financial Advisers reduced its Vanguard Industrials ETF (VIS) stake by 3% in Q3 2026, selling an estimated $49.3K and leaving 4,676 shares worth $1.5M. The position accounts for 1.12% of the portfolio, ranked #37.

Hershey Financial Advisers first reported a position in VIS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.86M in Q3 2025. 568 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

Hershey Financial Advisers held 4,676 shares of Vanguard Industrials ETF worth $1.5M as of Q3 2026.
Hershey Financial Advisers sold 144 Vanguard Industrials ETF shares in Q3 2026, an estimated $49.3K.
Vanguard Industrials ETF made up 1.12% of Hershey Financial Advisers's portfolio in Q3 2026, its #37 holding.
Hershey Financial Advisers first reported a position in Vanguard Industrials ETF in Q2 2024 and has held it in 8 quarters since.
Hershey Financial Advisers's Vanguard Industrials ETF position peaked at $1.86M in Q3 2025.
568 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Hershey Financial Advisers's 13F filing for Q3 2026, filed 12 Nov 2026.