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
Q3 		$2.96M Sell
9,242
-353
-4% -$121K 0.05% 353
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

BCMIO
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
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
CF
Calder Financial Downingtown, Pennsylvania $105M AUM 12.4% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

Independent Financial Group's VIS Position: Q3 2026 in Review

Independent Financial Group reduced its Vanguard Industrials ETF (VIS) stake by 3.7% in Q3 2026, selling an estimated $121K and leaving 9,242 shares worth $2.96M. The position accounts for 0.05% of the portfolio, ranked #353.

Independent Financial Group first reported a position in VIS in Q2 2021 and has held it in 22 quarters since. The position peaked at $3.46M in Q2 2026. 39 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • Independent Financial Group held 9,242 shares of Vanguard Industrials ETF worth $2.96M as of Q3 2026.
  • Independent Financial Group sold 353 Vanguard Industrials ETF shares in Q3 2026, an estimated $121K.
  • Vanguard Industrials ETF made up 0.05% of Independent Financial Group's portfolio in Q3 2026, its #353 holding.
  • Independent Financial Group first reported a position in Vanguard Industrials ETF in Q2 2021 and has held it in 22 quarters since.
  • Independent Financial Group's Vanguard Industrials ETF position peaked at $3.46M in Q2 2026.
  • 39 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.