JCFM
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JBR Co Financial Management’s Vanguard Industrials ETF VIS Stock Holding History

JBR Co Financial Management’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 		$261K Hold
725
– – 0.1% 120
2026
Q1 		$216K Hold
725
– – 0.09% 118
2025
Q4 		$216K Hold
725
– – 0.09% 118
2025
Q3 		$215K Sell
725
-18
-2% -$5.22K 0.09% 112
2025
Q2 		$208K Buy
+743
New +$192K 0.1% 110

Other funds holding VIS

MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JBR Co Financial Management's VIS Position: Q2 2026 in Review

JBR Co Financial Management held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 725 shares worth $261K. The position accounts for 0.1% of the portfolio, ranked #120.

JBR Co Financial Management first reported a position in VIS in Q2 2025 and has held it in 5 quarters since. 261 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • JBR Co Financial Management held 725 shares of Vanguard Industrials ETF worth $261K as of Q2 2026.
  • JBR Co Financial Management left its Vanguard Industrials ETF share count unchanged in Q2 2026.
  • Vanguard Industrials ETF made up 0.1% of JBR Co Financial Management's portfolio in Q2 2026, its #120 holding.
  • JBR Co Financial Management first reported a position in Vanguard Industrials ETF in Q2 2025 and has held it in 5 quarters since.
  • 261 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.