IAA
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Independent Advisor Alliance’s Vanguard Industrials ETF VIS Stock Holding History

Independent Advisor Alliance’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 		– Sell
-3,678
Closed -$1.15M – 1614
2026
Q1 		$1.15M Buy
+3,678
New +$1.19M 0.01% 760
2025
Q1 		– Sell
-3,719
Closed -$946K – 1346
2024
Q4 		$946K Buy
+3,719
New +$990K 0.01% 744
2017
Q2 		– Sell
-1,672
Closed -$206K – 404
2017
Q1 		$206K Buy
+1,672
New +$206K 0.03% 377

Other funds holding VIS

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Independent Advisor Alliance's VIS Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard Industrials ETF (VIS) in Q2 2026, closing a stake of 3,678 shares — an estimated $1.15M sold.

Independent Advisor Alliance first reported a position in VIS in Q1 2017 and held it in 3 quarters. The position peaked at $1.15M in Q1 2026. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Vanguard Industrials ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,678 Vanguard Industrials ETF shares in Q2 2026, an estimated $1.15M.
  • Independent Advisor Alliance first reported a position in Vanguard Industrials ETF in Q1 2017 and held it in 3 quarters.
  • Independent Advisor Alliance's Vanguard Industrials ETF position peaked at $1.15M in Q1 2026.
  • 621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.