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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

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 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. 623 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.
  • 623 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.