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 Q2	$488K	Sell	1,355 -18	-1%	-$6.1K	0.06%	231
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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

KPP Advisory Services's VIS Position: Q2 2026 in Review

KPP Advisory Services reduced its Vanguard Industrials ETF (VIS) stake by 1.3% in Q2 2026, selling an estimated $6.1K and leaving 1,355 shares worth $488K. The position accounts for 0.06% of the portfolio, ranked #231.

KPP Advisory Services first reported a position in VIS in Q3 2023 and has held it in 11 quarters since. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

KPP Advisory Services held 1,355 shares of Vanguard Industrials ETF worth $488K as of Q2 2026.
KPP Advisory Services sold 18 Vanguard Industrials ETF shares in Q2 2026, an estimated $6.1K.
Vanguard Industrials ETF made up 0.06% of KPP Advisory Services's portfolio in Q2 2026, its #231 holding.
KPP Advisory Services first reported a position in Vanguard Industrials ETF in Q3 2023 and has held it in 11 quarters since.
626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.