JWCA
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J.W. Cole Advisors’s Vanguard Industrials ETF VIS Stock Holding History

J.W. Cole 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 		$13.8M Buy
38,155
+581
+2% +$197K 0.24% 84
2026
Q1 		$11.7M Sell
37,574
-2,033
-5% -$660K 0.4% 52
2025
Q4 		$8.02M Buy
39,607
+17
+0% +$5.05K 0.19% 107
2025
Q3 		$11.7M Buy
39,590
+506
+1% +$147K 0.22% 86
2025
Q2 		$10.9M Buy
39,084
+12,870
+49% +$3.32M 0.23% 84
2025
Q1 		$6.49M Sell
26,214
-16,454
-39% -$4.26M 0.2% 107
2024
Q4 		$10.9M Buy
42,668
+66
+0.2% +$17.6K 0.44% 38
2024
Q3 		$11.1M Sell
42,602
-538
-1% -$132K 0.46% 33
2024
Q2 		$10.1M Sell
43,140
-1,153
-3% -$275K 0.48% 35
2024
Q1 		$10.8M Buy
44,293
+1,421
+3% +$323K 0.55% 30
2023
Q4 		$9.45M Sell
42,872
-18,581
-30% -$3.74M 0.55% 35
2023
Q3 		$12M Buy
61,453
+328
+0.5% +$67.3K 0.88% 16
2023
Q2 		$12.6M Sell
61,125
-403
-0.7% -$77K 0.9% 15
2023
Q1 		$11.7M Sell
61,528
-323
-0.5% -$61.3K 0.83% 14
2022
Q4 		$11.3M Buy
61,851
+35,871
+138% +$6.42M 0.87% 14
2022
Q3 		$4.09M Buy
25,980
+1,114
+4% +$194K 0.34% 65
2022
Q2 		$4.06M Sell
24,866
-162
-0.6% -$28.7K 0.32% 70
2022
Q1 		$4.87M Buy
25,028
+2,093
+9% +$402K 0.33% 66
2021
Q4 		$4.66M Buy
+22,935
New +$4.58M 0.3% 73
2021
Q3 		– Sell
-20,355
Closed -$4M – 770
2021
Q2 		$4M Buy
20,355
+319
+2% +$62.7K 0.31% 75
2021
Q1 		$3.79M Buy
20,036
+845
+4% +$150K 0.37% 58
2020
Q4 		$3.26M Buy
19,191
+16,990
+772% +$2.72M 0.34% 66
2020
Q3 		$319K Sell
2,201
-16,222
-88% -$2.29M 0.02% 524
2020
Q2 		$2.39M Buy
+18,423
New +$2.25M 0.36% 79
2020
Q1 		– Sell
-16,551
Closed -$2.55M – 490
2019
Q4 		$2.55M Buy
+16,551
New +$2.49M 0.32% 80

Other funds holding VIS

CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CA
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

J.W. Cole Advisors's VIS Position: Q2 2026 in Review

J.W. Cole Advisors increased its Vanguard Industrials ETF (VIS) stake by 1.5% in Q2 2026, buying an estimated $197K and bringing the position to 38,155 shares worth $13.8M. The position accounts for 0.24% of the portfolio, ranked #84.

J.W. Cole Advisors first reported a position in VIS in Q4 2019 and has held it in 25 quarters since. 112 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • J.W. Cole Advisors held 38,155 shares of Vanguard Industrials ETF worth $13.8M as of Q2 2026.
  • J.W. Cole Advisors bought 581 Vanguard Industrials ETF shares in Q2 2026, an estimated $197K.
  • Vanguard Industrials ETF made up 0.24% of J.W. Cole Advisors's portfolio in Q2 2026, its #84 holding.
  • J.W. Cole Advisors first reported a position in Vanguard Industrials ETF in Q4 2019 and has held it in 25 quarters since.
  • 112 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.