IMA Advisory Services’s Vanguard Industrials ETF VIS Stock Holding History

IMA Advisory Services’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	$387K	Buy	+1,073	New	+$364K	0.02%	264

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

IMA Advisory Services's VIS Position: Q2 2026 in Review

IMA Advisory Services opened a new position in Vanguard Industrials ETF (VIS) in Q2 2026: 1,073 shares worth $387K. The stake represents 0.02% of the portfolio and ranks #264 among its holdings.

619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

IMA Advisory Services held 1,073 shares of Vanguard Industrials ETF worth $387K as of Q2 2026.
Vanguard Industrials ETF was a new IMA Advisory Services position in Q2 2026.
Vanguard Industrials ETF made up 0.02% of IMA Advisory Services's portfolio in Q2 2026, its #264 holding.
619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.