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High Net Worth Advisory Group’s Vanguard Industrials ETF VIS Stock Holding History

High Net Worth Advisory Group’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 		$654K Sell
2,095
-30
-1% -$9.74K 0.15% 127
2025
Q4 		$634K Buy
2,125
+1
+0% +$297 0.15% 122
2025
Q3 		$630K Buy
2,124
+1
+0% +$290 0.15% 119
2025
Q2 		$595K Sell
2,123
-2,192
-51% -$566K 0.16% 119
2025
Q1 		$1.07M Sell
4,315
-127
-3% -$32.9K 0.3% 77
2024
Q4 		$1.13M Buy
4,442
+274
+7% +$72.9K 0.32% 72
2024
Q3 		$1.08M Buy
4,168
+763
+22% +$187K 0.3% 76
2024
Q2 		$801K Buy
3,405
+1,249
+58% +$298K 0.24% 89
2024
Q1 		$527K Sell
2,156
-100
-4% -$22.7K 0.17% 116
2023
Q4 		$498K Buy
2,256
+3
+0.1% +$605 0.18% 107
2023
Q3 		$440K Buy
2,253
+2
+0.1% +$410 0.18% 112
2023
Q2 		$463K Buy
2,251
+50
+2% +$9.56K 0.18% 117
2023
Q1 		$420K Sell
2,201
-1
-0% -$190 0.17% 118
2022
Q4 		$402K Buy
2,202
+3
+0.1% +$537 0.16% 124
2022
Q3 		$346K Hold
2,199
– – 0.15% 128
2022
Q2 		$359K Sell
2,199
-129
-6% -$22.8K 0.15% 128
2022
Q1 		$453K Buy
2,328
+188
+9% +$36.2K 0.16% 114
2021
Q4 		$434K Buy
+2,140
New +$428K 0.15% 122

Other funds holding VIS

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

High Net Worth Advisory Group's VIS Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its Vanguard Industrials ETF (VIS) stake by 1.4% in Q1 2026, selling an estimated $9.74K and leaving 2,095 shares worth $654K. The position accounts for 0.15% of the portfolio, ranked #127.

High Net Worth Advisory Group first reported a position in VIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.13M in Q4 2024. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • High Net Worth Advisory Group held 2,095 shares of Vanguard Industrials ETF worth $654K as of Q1 2026.
  • High Net Worth Advisory Group sold 30 Vanguard Industrials ETF shares in Q1 2026, an estimated $9.74K.
  • Vanguard Industrials ETF made up 0.15% of High Net Worth Advisory Group's portfolio in Q1 2026, its #127 holding.
  • High Net Worth Advisory Group first reported a position in Vanguard Industrials ETF in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's Vanguard Industrials ETF position peaked at $1.13M in Q4 2024.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.