Jackson Grant Investment Advisers’s Vanguard Industrials ETF VIS Stock Holding History

Jackson Grant Investment Advisers’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	$21.8K	Buy	61 +1	+2%	+$339	0.01%	258
2026 Q1	$18.9K	Hold	60	–	–	0.01%	263
2025 Q4	$18K	Hold	60	–	–	0.01%	259
2025 Q3	$17.8K	Hold	60	–	–	0.01%	264
2025 Q2	$16.8K	Hold	60	–	–	0.01%	244
2025 Q1	$14.8K	Hold	60	–	–	0.01%	241
2024 Q4	$15.2K	Buy	60 +1	+2%	+$266	0.01%	243
2024 Q3	$15.4K	Hold	59	–	–	0.01%	247
2024 Q2	$13.9K	Buy	+59	New	+$14.1K	0.01%	250

Other funds holding VIS

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Jackson Grant Investment Advisers's VIS Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its Vanguard Industrials ETF (VIS) stake by 1.7% in Q2 2026, buying an estimated $339 and bringing the position to 61 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #258.

Jackson Grant Investment Advisers first reported a position in VIS in Q2 2024 and has held it in 9 quarters since. 279 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Jackson Grant Investment Advisers held 61 shares of Vanguard Industrials ETF worth $21.8K as of Q2 2026.
Jackson Grant Investment Advisers bought 1 Vanguard Industrials ETF share in Q2 2026, an estimated $339.
Vanguard Industrials ETF made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #258 holding.
Jackson Grant Investment Advisers first reported a position in Vanguard Industrials ETF in Q2 2024 and has held it in 9 quarters since.
279 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.