JFS Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

JFS Wealth 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	–	Sell	-2	Closed	-$520	–	2298
2026 Q1	$520	Buy	+2	New	+$649	﹤0.01%	1771
2025 Q4	–	Sell	-38	Closed	-$11.3K	–	1979
2025 Q3	$11.3K	Hold	38	–	–	﹤0.01%	861
2025 Q2	$10.6K	Buy	+38	New	+$9.81K	﹤0.01%	847
2022 Q4	–	Sell	-312	Closed	-$49K	–	1998
2022 Q3	$49K	Hold	312	–	–	0.01%	380
2022 Q2	$51K	Hold	312	–	–	0.01%	392
2022 Q1	$61K	Buy	+312	New	+$60K	0.01%	385
2020 Q4	–	Sell	-128	Closed	-$19K	–	631
2020 Q3	$19K	Buy	+128	New	+$18.1K	﹤0.01%	321

Other funds holding VIS

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

JFS Wealth Advisors's VIS Position: Q2 2026 in Review

JFS Wealth Advisors sold out of Vanguard Industrials ETF (VIS) in Q2 2026, closing a stake of 2 shares — an estimated $520 sold.

JFS Wealth Advisors first reported a position in VIS in Q3 2020 and held it in 7 quarters. The position peaked at $61K in Q1 2022. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

JFS Wealth Advisors reported no remaining Vanguard Industrials ETF position as of Q2 2026 after selling out during the quarter.
JFS Wealth Advisors sold 2 Vanguard Industrials ETF shares in Q2 2026, an estimated $520.
JFS Wealth Advisors first reported a position in Vanguard Industrials ETF in Q3 2020 and held it in 7 quarters.
JFS Wealth Advisors's Vanguard Industrials ETF position peaked at $61K in Q1 2022.
619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.