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Kingsview Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Kingsview Wealth 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 		$821K Sell
2,279
-383
-14% -$130K 0.01% 805
2026
Q1 		$831K Buy
2,662
+506
+23% +$164K 0.01% 736
2025
Q4 		$643K Sell
2,156
-50
-2% -$14.8K 0.01% 767
2025
Q3 		$654K Hold
2,206
– – 0.01% 724
2025
Q2 		$618K Buy
2,206
+315
+17% +$81.4K 0.01% 702
2025
Q1 		$468K Buy
1,891
+158
+9% +$40.9K 0.01% 746
2024
Q4 		$441K Sell
1,733
-60
-3% -$16K 0.01% 787
2024
Q3 		$466K Buy
1,793
+1
+0.1% +$245 0.01% 745
2024
Q2 		$422K Hold
1,792
– – 0.01% 740
2024
Q1 		$438K Hold
1,792
– – 0.01% 698
2023
Q4 		$395K Hold
1,792
– – 0.01% 689
2023
Q3 		$349K Hold
1,792
– – 0.01% 711
2023
Q2 		$368K Hold
1,792
– – 0.01% 679
2023
Q1 		$341K Buy
1,792
+11
+0.6% +$2.09K 0.01% 670
2022
Q4 		$325K Sell
1,781
-34
-2% -$6.08K 0.01% 638
2022
Q3 		$286K Hold
1,815
– – 0.01% 656
2022
Q2 		$296K Hold
1,815
– – 0.01% 666
2022
Q1 		$353K Buy
+1,815
New +$349K 0.02% 654
2019
Q2 		– Sell
-35,278
Closed -$4.93M – 527
2019
Q1 		$4.93M Buy
35,278
+4,427
+14% +$599K 0.75% 23
2018
Q4 		$3.71M Buy
30,851
+1,010
+3% +$134K 0.81% 27
2018
Q3 		$4.41M Buy
+29,841
New +$4.3M 0.89% 21

Other funds holding VIS

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Kingsview Wealth Management's VIS Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Vanguard Industrials ETF (VIS) stake by 14% in Q2 2026, selling an estimated $130K and leaving 2,279 shares worth $821K. The position accounts for 0.01% of the portfolio, ranked #805.

Kingsview Wealth Management first reported a position in VIS in Q3 2018 and has held it in 21 quarters since. The position peaked at $4.93M in Q1 2019. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Kingsview Wealth Management held 2,279 shares of Vanguard Industrials ETF worth $821K as of Q2 2026.
  • Kingsview Wealth Management sold 383 Vanguard Industrials ETF shares in Q2 2026, an estimated $130K.
  • Vanguard Industrials ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #805 holding.
  • Kingsview Wealth Management first reported a position in Vanguard Industrials ETF in Q3 2018 and has held it in 21 quarters since.
  • Kingsview Wealth Management's Vanguard Industrials ETF position peaked at $4.93M in Q1 2019.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.