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

Investment 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	$360K	Hold	1,000	–	–	0.1%	91
2026 Q1	$312K	Hold	1,000	–	–	0.1%	96
2025 Q4	$298K	Hold	1,000	–	–	0.09%	94
2025 Q3	$296K	Hold	1,000	–	–	0.09%	95
2025 Q2	$280K	Hold	1,000	–	–	0.09%	100
2025 Q1	$248K	Hold	1,000	–	–	0.09%	102
2024 Q4	$254K	Hold	1,000	–	–	0.09%	102
2024 Q3	$260K	Hold	1,000	–	–	0.09%	105
2024 Q2	$235K	Hold	1,000	–	–	0.09%	108
2024 Q1	$244K	Hold	1,000	–	–	0.09%	108
2023 Q4	$220K	Buy	+1,000	New	+$202K	0.09%	108
2023 Q3	–	Sell	-1,000	Closed	-$206K	–	108
2023 Q2	$206K	Buy	+1,000	New	+$191K	0.09%	103

Other funds holding VIS

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

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

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

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

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

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

Investment Advisory Services held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 1,000 shares worth $360K. The position accounts for 0.1% of the portfolio, ranked #91.

Investment Advisory Services first reported a position in VIS in Q2 2023 and has held it in 12 quarters since. 119 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Investment Advisory Services held 1,000 shares of Vanguard Industrials ETF worth $360K as of Q2 2026.
Investment Advisory Services left its Vanguard Industrials ETF share count unchanged in Q2 2026.
Vanguard Industrials ETF made up 0.1% of Investment Advisory Services's portfolio in Q2 2026, its #91 holding.
Investment Advisory Services first reported a position in Vanguard Industrials ETF in Q2 2023 and has held it in 12 quarters since.
119 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.