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 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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

IVC Wealth Advisors's VIS Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Vanguard Industrials ETF (VIS) stake by 8.3% in Q2 2026, selling an estimated $23K and leaving 750 shares worth $270K. The position accounts for 0.11% of the portfolio, ranked #146.

IVC Wealth Advisors first reported a position in VIS in Q2 2023 and has held it in 13 quarters since. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

IVC Wealth Advisors held 750 shares of Vanguard Industrials ETF worth $270K as of Q2 2026.
IVC Wealth Advisors sold 68 Vanguard Industrials ETF shares in Q2 2026, an estimated $23K.
Vanguard Industrials ETF made up 0.11% of IVC Wealth Advisors's portfolio in Q2 2026, its #146 holding.
IVC Wealth Advisors first reported a position in Vanguard Industrials ETF in Q2 2023 and has held it in 13 quarters since.
621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.