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KPP Advisory Services’s Vanguard Industrials ETF VIS Stock Holding History

KPP Advisory Services’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
Q1 		$429K Hold
1,373
– – 0.06% 233
2025
Q4 		$410K Buy
1,373
+18
+1% +$5.34K 0.06% 226
2025
Q3 		$401K Hold
1,355
– – 0.06% 236
2025
Q2 		$379K Hold
1,355
– – 0.06% 222
2025
Q1 		$335K Hold
1,355
– – 0.06% 228
2024
Q4 		$345K Hold
1,355
– – 0.08% 178
2024
Q3 		$352K Hold
1,355
– – 0.08% 177
2024
Q2 		$319K Hold
1,355
– – 0.08% 175
2024
Q1 		$331K Buy
+1,355
New +$308K 0.09% 173
2023
Q4 		– Sell
-1,355
Closed -$264K – 214
2023
Q3 		$264K Buy
+1,355
New +$278K 0.09% 171

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

KPP Advisory Services's VIS Position: Q1 2026 in Review

KPP Advisory Services held its Vanguard Industrials ETF (VIS) position steady in Q1 2026 at 1,373 shares worth $429K. The position accounts for 0.06% of the portfolio, ranked #233.

KPP Advisory Services first reported a position in VIS in Q3 2023 and has held it in 10 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • KPP Advisory Services held 1,373 shares of Vanguard Industrials ETF worth $429K as of Q1 2026.
  • KPP Advisory Services left its Vanguard Industrials ETF share count unchanged in Q1 2026.
  • Vanguard Industrials ETF made up 0.06% of KPP Advisory Services's portfolio in Q1 2026, its #233 holding.
  • KPP Advisory Services first reported a position in Vanguard Industrials ETF in Q3 2023 and has held it in 10 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on KPP Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.