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Investment Planning Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Investment Planning Advisors’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 		$379K Buy
1,052
+300
+40% +$102K 0.09% 83
2026
Q1 		$235K Buy
+752
New +$244K 0.06% 98

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 $1.59B AUM 11.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Investment Planning Advisors's VIS Position: Q2 2026 in Review

Investment Planning Advisors increased its Vanguard Industrials ETF (VIS) stake by 40% in Q2 2026, buying an estimated $102K and bringing the position to 1,052 shares worth $379K. The position accounts for 0.09% of the portfolio, ranked #83.

Investment Planning Advisors first reported a position in VIS in Q1 2026 and has held it in 2 quarters since. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Investment Planning Advisors held 1,052 shares of Vanguard Industrials ETF worth $379K as of Q2 2026.
  • Investment Planning Advisors bought 300 Vanguard Industrials ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Industrials ETF made up 0.09% of Investment Planning Advisors's portfolio in Q2 2026, its #83 holding.
  • Investment Planning Advisors first reported a position in Vanguard Industrials ETF in Q1 2026 and has held it in 2 quarters since.
  • 626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.