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

Kellett 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	$344K	Sell	955 -8	-0.8%	-$2.71K	0.16%	66
2026 Q1	$301K	Buy	+963	New	+$313K	0.16%	63
2024 Q2	–	Sell	-18,692	Closed	-$4.56M	–	85
2024 Q1	$4.56M	Buy	18,692 +3,405	+22%	+$773K	3.16%	10
2023 Q4	$3.37M	Buy	15,287 +12,804	+516%	+$2.58M	2.51%	11
2023 Q3	$484K	Buy	+2,483	New	+$510K	0.41%	31

Other funds holding VIS

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

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

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

FGWP

Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return

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

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

Kellett Wealth Advisors reduced its Vanguard Industrials ETF (VIS) stake by 0.83% in Q2 2026, selling an estimated $2.71K and leaving 955 shares worth $344K. The position accounts for 0.16% of the portfolio, ranked #66.

Kellett Wealth Advisors first reported a position in VIS in Q3 2023 and has held it in 5 quarters since. The position peaked at $4.56M in Q1 2024. 195 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Kellett Wealth Advisors held 955 shares of Vanguard Industrials ETF worth $344K as of Q2 2026.
Kellett Wealth Advisors sold 8 Vanguard Industrials ETF shares in Q2 2026, an estimated $2.71K.
Vanguard Industrials ETF made up 0.16% of Kellett Wealth Advisors's portfolio in Q2 2026, its #66 holding.
Kellett Wealth Advisors first reported a position in Vanguard Industrials ETF in Q3 2023 and has held it in 5 quarters since.
Kellett Wealth Advisors's Vanguard Industrials ETF position peaked at $4.56M in Q1 2024.
195 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.