HHM Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

HHM Wealth Advisors’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	-14	Closed	-$4.37K	–	948
2026 Q1	$4.37K	Hold	14	–	–	﹤0.01%	739
2025 Q4	$4.18K	Buy	+14	New	+$4.16K	﹤0.01%	723
2024 Q3	–	Sell	-16	Closed	-$3.76K	–	835
2024 Q2	$3.76K	Buy	+16	New	+$3.81K	﹤0.01%	662

Other funds holding VIS

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

HHM Wealth Advisors's VIS Position: Q2 2026 in Review

HHM Wealth Advisors sold out of Vanguard Industrials ETF (VIS) in Q2 2026, closing a stake of 14 shares — an estimated $4.37K sold.

HHM Wealth Advisors first reported a position in VIS in Q2 2024 and held it in 3 quarters. The position peaked at $4.37K in Q1 2026. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

HHM Wealth Advisors reported no remaining Vanguard Industrials ETF position as of Q2 2026 after selling out during the quarter.
HHM Wealth Advisors sold 14 Vanguard Industrials ETF shares in Q2 2026, an estimated $4.37K.
HHM Wealth Advisors first reported a position in Vanguard Industrials ETF in Q2 2024 and held it in 3 quarters.
HHM Wealth Advisors's Vanguard Industrials ETF position peaked at $4.37K in Q1 2026.
626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.