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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Hershey Financial Advisers's VIS Position: Q1 2026 in Review

Hershey Financial Advisers reduced its Vanguard Industrials ETF (VIS) stake by 9.3% in Q1 2026, selling an estimated $182K and leaving 5,479 shares worth $1.71M. The position accounts for 1.48% of the portfolio, ranked #23.

Hershey Financial Advisers first reported a position in VIS in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.86M in Q3 2025. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Hershey Financial Advisers held 5,479 shares of Vanguard Industrials ETF worth $1.71M as of Q1 2026.
Hershey Financial Advisers sold 562 Vanguard Industrials ETF shares in Q1 2026, an estimated $182K.
Vanguard Industrials ETF made up 1.48% of Hershey Financial Advisers's portfolio in Q1 2026, its #23 holding.
Hershey Financial Advisers first reported a position in Vanguard Industrials ETF in Q2 2024 and has held it in 6 quarters since.
Hershey Financial Advisers's Vanguard Industrials ETF position peaked at $1.86M in Q3 2025.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.