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JM2 Capital’s Vanguard Industrials ETF VIS Stock Holding History

JM2 Capital’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 		$283K Hold
785
– – 0.19% 98
2026
Q1 		$245K Sell
785
-15
-2% -$4.87K 0.2% 102
2025
Q4 		$239K Buy
+800
New +$238K 0.19% 95

Other funds holding VIS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
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
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

JM2 Capital's VIS Position: Q2 2026 in Review

JM2 Capital held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 785 shares worth $283K. The position accounts for 0.19% of the portfolio, ranked #98.

JM2 Capital first reported a position in VIS in Q4 2025 and has held it in 3 quarters since. 363 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • JM2 Capital held 785 shares of Vanguard Industrials ETF worth $283K as of Q2 2026.
  • JM2 Capital left its Vanguard Industrials ETF share count unchanged in Q2 2026.
  • Vanguard Industrials ETF made up 0.19% of JM2 Capital's portfolio in Q2 2026, its #98 holding.
  • JM2 Capital first reported a position in Vanguard Industrials ETF in Q4 2025 and has held it in 3 quarters since.
  • 363 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.