HPM
VIS icon

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
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

CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAP
Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Hoxton Planning & Management's VIS Position: Q2 2026 in Review

Hoxton Planning & Management held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 1,058 shares worth $381K. The position accounts for 0.1% of the portfolio, ranked #152.

Hoxton Planning & Management first reported a position in VIS in Q3 2024 and has held it in 8 quarters since. The position peaked at $631K in Q3 2024. 114 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Hoxton Planning & Management held 1,058 shares of Vanguard Industrials ETF worth $381K as of Q2 2026.
  • Hoxton Planning & Management left its Vanguard Industrials ETF share count unchanged in Q2 2026.
  • Vanguard Industrials ETF made up 0.1% of Hoxton Planning & Management's portfolio in Q2 2026, its #152 holding.
  • Hoxton Planning & Management first reported a position in Vanguard Industrials ETF in Q3 2024 and has held it in 8 quarters since.
  • Hoxton Planning & Management's Vanguard Industrials ETF position peaked at $631K in Q3 2024.
  • 114 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.