IVC Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

IVC Wealth 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 Q3	$240K	Hold	750	–	–	0.1%	154
2026 Q2	$270K	Sell	750 -68	-8%	-$23K	0.11%	146
2026 Q1	$255K	Sell	818 -4	-0.5%	-$1.3K	0.11%	150
2025 Q4	$245K	Sell	822 -23	-3%	-$6.83K	0.11%	155
2025 Q3	$250K	Hold	845	–	–	0.11%	155
2025 Q2	$237K	Hold	845	–	–	0.12%	149
2025 Q1	$209K	Hold	845	–	–	0.11%	156
2024 Q4	$215K	Sell	845 -50	-6%	-$13.3K	0.12%	147
2024 Q3	$233K	Sell	895 -2	-0.2%	-$490	0.13%	146
2024 Q2	$211K	Sell	897 -6	-0.7%	-$1.43K	0.12%	155
2024 Q1	$220K	Sell	903 -125	-12%	-$28.4K	0.13%	150
2023 Q4	$227K	Hold	1,028	–	–	0.14%	137
2023 Q3	$200K	Hold	1,028	–	–	0.13%	143
2023 Q2	$211K	Buy	+1,028	New	+$197K	0.13%	140

Other funds holding VIS

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

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

IVC Wealth Advisors's VIS Position: Q3 2026 in Review

IVC Wealth Advisors held its Vanguard Industrials ETF (VIS) position steady in Q3 2026 at 750 shares worth $240K. The position accounts for 0.1% of the portfolio, ranked #154.

IVC Wealth Advisors first reported a position in VIS in Q2 2023 and has held it in 14 quarters since. The position peaked at $270K in Q2 2026. 177 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

IVC Wealth Advisors held 750 shares of Vanguard Industrials ETF worth $240K as of Q3 2026.
IVC Wealth Advisors left its Vanguard Industrials ETF share count unchanged in Q3 2026.
Vanguard Industrials ETF made up 0.1% of IVC Wealth Advisors's portfolio in Q3 2026, its #154 holding.
IVC Wealth Advisors first reported a position in Vanguard Industrials ETF in Q2 2023 and has held it in 14 quarters since.
IVC Wealth Advisors's Vanguard Industrials ETF position peaked at $270K in Q2 2026.
177 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.