JF
VIS icon

Joule Financial’s Vanguard Industrials ETF VIS Stock Holding History

Joule Financial’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 		$3.97M Sell
11,003
-112
-1% -$38K 1.08% 14
2026
Q1 		$3.47M Sell
11,115
-49
-0.4% -$15.9K 1.01% 17
2025
Q4 		$3.33M Buy
11,164
+22
+0.2% +$6.53K 1% 15
2025
Q3 		$3.3M Buy
11,142
+178
+2% +$51.6K 0.99% 17
2025
Q2 		$3.07M Buy
10,964
+602
+6% +$155K 1% 18
2025
Q1 		$2.57M Buy
10,362
+95
+0.9% +$24.6K 0.9% 19
2024
Q4 		$2.61M Buy
10,267
+579
+6% +$154K 0.92% 17
2024
Q3 		$2.53M Sell
9,688
-301
-3% -$73.7K 0.92% 16
2024
Q2 		$2.36M Buy
9,989
+262
+3% +$62.4K 0.96% 15
2024
Q1 		$2.37M Buy
9,727
+885
+10% +$201K 0.98% 13
2023
Q4 		$1.95M Buy
8,842
+427
+5% +$86.1K 0.91% 12
2023
Q3 		$1.65M Buy
8,415
+1,640
+24% +$337K 0.84% 15
2023
Q2 		$1.4M Buy
6,775
+382
+6% +$73K 0.72% 19
2023
Q1 		$1.22M Buy
6,393
+279
+5% +$53K 0.65% 22
2022
Q4 		$1.12M Sell
6,114
-78
-1% -$14K 0.74% 24
2022
Q3 		$975K Buy
6,192
+161
+3% +$28K 0.73% 27
2022
Q2 		$985K Buy
+6,031
New +$1.07M 0.77% 26

Other funds holding VIS

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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAP
Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Joule Financial's VIS Position: Q2 2026 in Review

Joule Financial reduced its Vanguard Industrials ETF (VIS) stake by 1% in Q2 2026, selling an estimated $38K and leaving 11,003 shares worth $3.97M. The position accounts for 1.08% of the portfolio, ranked #14.

Joule Financial first reported a position in VIS in Q2 2022 and has held it in 17 quarters since. 116 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Joule Financial held 11,003 shares of Vanguard Industrials ETF worth $3.97M as of Q2 2026.
  • Joule Financial sold 112 Vanguard Industrials ETF shares in Q2 2026, an estimated $38K.
  • Vanguard Industrials ETF made up 1.08% of Joule Financial's portfolio in Q2 2026, its #14 holding.
  • Joule Financial first reported a position in Vanguard Industrials ETF in Q2 2022 and has held it in 17 quarters since.
  • 116 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.