Horizon Family Wealth’s Vanguard Industrials ETF VIS Stock Holding History

Horizon Family Wealth’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	$553K	Sell	1,535 -57	-4%	-$19.3K	0.25%	63
2026 Q1	$497K	Buy	1,592 +7	+0.4%	+$2.27K	0.26%	59
2025 Q4	$473K	Buy	1,585 +5	+0.3%	+$1.49K	0.25%	60
2025 Q3	$468K	Buy	1,580 +6	+0.4%	+$1.74K	0.27%	55
2025 Q2	$441K	Sell	1,574 -670	-30%	-$173K	0.27%	53
2025 Q1	$555K	Buy	2,244 +801	+56%	+$207K	0.37%	39
2024 Q4	$367K	Sell	1,443 -94	-6%	-$25K	0.24%	57
2024 Q3	$400K	Buy	1,537 +134	+10%	+$32.8K	0.29%	46
2024 Q2	$330K	Sell	1,403 -21	-1%	-$5K	0.25%	53
2024 Q1	$348K	Buy	+1,424	New	+$323K	0.27%	49

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 $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Horizon Family Wealth's VIS Position: Q2 2026 in Review

Horizon Family Wealth reduced its Vanguard Industrials ETF (VIS) stake by 3.6% in Q2 2026, selling an estimated $19.3K and leaving 1,535 shares worth $553K. The position accounts for 0.25% of the portfolio, ranked #63.

Horizon Family Wealth first reported a position in VIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $555K in Q1 2025. 625 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Horizon Family Wealth held 1,535 shares of Vanguard Industrials ETF worth $553K as of Q2 2026.
Horizon Family Wealth sold 57 Vanguard Industrials ETF shares in Q2 2026, an estimated $19.3K.
Vanguard Industrials ETF made up 0.25% of Horizon Family Wealth's portfolio in Q2 2026, its #63 holding.
Horizon Family Wealth first reported a position in Vanguard Industrials ETF in Q1 2024 and has held it in 10 quarters since.
Horizon Family Wealth's Vanguard Industrials ETF position peaked at $555K in Q1 2025.
625 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.