J.W. Cole Advisors
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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
Q3 		$12.1M Sell
37,645
-510
-1% -$175K 0.2% 102
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

J.W. Cole Advisors's VIS Position: Q3 2026 in Review

J.W. Cole Advisors reduced its Vanguard Industrials ETF (VIS) stake by 1.3% in Q3 2026, selling an estimated $175K and leaving 37,645 shares worth $12.1M. The position accounts for 0.2% of the portfolio, ranked #102.

J.W. Cole Advisors first reported a position in VIS in Q4 2019 and has held it in 26 quarters since. The position peaked at $13.8M in Q2 2026. 568 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • J.W. Cole Advisors held 37,645 shares of Vanguard Industrials ETF worth $12.1M as of Q3 2026.
  • J.W. Cole Advisors sold 510 Vanguard Industrials ETF shares in Q3 2026, an estimated $175K.
  • Vanguard Industrials ETF made up 0.2% of J.W. Cole Advisors's portfolio in Q3 2026, its #102 holding.
  • J.W. Cole Advisors first reported a position in Vanguard Industrials ETF in Q4 2019 and has held it in 26 quarters since.
  • J.W. Cole Advisors's Vanguard Industrials ETF position peaked at $13.8M in Q2 2026.
  • 568 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.