IFG
VIS icon

Independent Financial Group’s Vanguard Industrials ETF VIS Stock Holding History

Independent Financial Group’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 		$3.46M Buy
9,595
+728
+8% +$247K 0.06% 312
2026
Q1 		$2.77M Buy
8,867
+4,015
+83% +$1.3M 0.06% 323
2025
Q4 		$1.45M Buy
4,852
+31
+0.6% +$9.21K 0.03% 501
2025
Q3 		$1.43M Buy
4,821
+424
+10% +$123K 0.03% 496
2025
Q2 		$1.23M Sell
4,397
-168
-4% -$43.4K 0.03% 483
2025
Q1 		$1.13M Buy
4,565
+393
+9% +$102K 0.04% 451
2024
Q4 		$1.06M Buy
4,172
+79
+2% +$21K 0.04% 464
2024
Q3 		$1.06M Buy
4,093
+933
+30% +$228K 0.04% 425
2024
Q2 		$743K Buy
3,160
+16
+0.5% +$3.81K 0.03% 479
2024
Q1 		$768K Sell
3,144
-114
-3% -$25.9K 0.04% 453
2023
Q4 		$718K Buy
3,258
+1,033
+46% +$208K 0.04% 456
2023
Q3 		$434K Buy
2,225
+146
+7% +$30K 0.03% 540
2023
Q2 		$427K Buy
2,079
+2
+0.1% +$382 0.03% 517
2023
Q1 		$396K Buy
2,077
+54
+3% +$10.3K 0.03% 522
2022
Q4 		$369K Sell
2,023
-13
-0.6% -$2.33K 0.03% 507
2022
Q3 		$321K Sell
2,036
-195
-9% -$34K 0.03% 519
2022
Q2 		$364K Sell
2,231
-39
-2% -$6.9K 0.04% 451
2022
Q1 		$441K Buy
2,270
+837
+58% +$161K 0.04% 465
2021
Q4 		$291K Buy
1,433
+40
+3% +$8K 0.02% 608
2021
Q3 		$262K Buy
1,393
+57
+4% +$11.2K 0.03% 571
2021
Q2 		$262K Buy
+1,336
New +$263K 0.03% 572

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 Financial Group's VIS Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard Industrials ETF (VIS) stake by 8.2% in Q2 2026, buying an estimated $247K and bringing the position to 9,595 shares worth $3.46M. The position accounts for 0.06% of the portfolio, ranked #312.

Independent Financial Group first reported a position in VIS in Q2 2021 and has held it in 21 quarters since. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Independent Financial Group held 9,595 shares of Vanguard Industrials ETF worth $3.46M as of Q2 2026.
  • Independent Financial Group bought 728 Vanguard Industrials ETF shares in Q2 2026, an estimated $247K.
  • Vanguard Industrials ETF made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #312 holding.
  • Independent Financial Group first reported a position in Vanguard Industrials ETF in Q2 2021 and has held it in 21 quarters since.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.