Hoxton Planning & Management’s Vanguard Industrials ETF VIS Stock Holding History

Hoxton Planning & Management’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	$296K	Sell	923 -135	-13%	-$46.2K	0.08%	175
2026 Q2	$381K	Hold	1,058	–	–	0.1%	152
2026 Q1	$330K	Sell	1,058 -234	-18%	-$76K	0.1%	149
2025 Q4	$386K	Sell	1,292 -127	-9%	-$37.7K	0.12%	132
2025 Q3	$420K	Sell	1,419 -132	-9%	-$38.2K	0.14%	122
2025 Q2	$434K	Sell	1,551 -125	-7%	-$32.3K	0.15%	116
2025 Q1	$415K	Sell	1,676 -752	-31%	-$195K	0.16%	125
2024 Q4	$618K	Hold	2,428	–	–	0.24%	81
2024 Q3	$631K	Buy	+2,428	New	+$595K	0.24%	78

Other funds holding VIS

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

Hoxton Planning & Management's VIS Position: Q3 2026 in Review

Hoxton Planning & Management reduced its Vanguard Industrials ETF (VIS) stake by 13% in Q3 2026, selling an estimated $46.2K and leaving 923 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #175.

Hoxton Planning & Management first reported a position in VIS in Q3 2024 and has held it in 9 quarters since. The position peaked at $631K in Q3 2024. 145 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

Hoxton Planning & Management held 923 shares of Vanguard Industrials ETF worth $296K as of Q3 2026.
Hoxton Planning & Management sold 135 Vanguard Industrials ETF shares in Q3 2026, an estimated $46.2K.
Vanguard Industrials ETF made up 0.08% of Hoxton Planning & Management's portfolio in Q3 2026, its #175 holding.
Hoxton Planning & Management first reported a position in Vanguard Industrials ETF in Q3 2024 and has held it in 9 quarters since.
Hoxton Planning & Management's Vanguard Industrials ETF position peaked at $631K in Q3 2024.
145 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.