LJAC
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L.J. Altfest & Co’s Vanguard Industrials ETF VIS Stock Holding History

L.J. Altfest & Co’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 		$326K Sell
904
-214
-19% -$72.5K 0.03% 257
2026
Q1 		$349K Sell
1,118
-4
-0.4% -$1.3K 0.04% 255
2025
Q4 		$335K Sell
1,122
-36
-3% -$10.7K 0.04% 270
2025
Q3 		$343K Sell
1,158
-105
-8% -$30.4K 0.04% 268
2025
Q2 		$354K Sell
1,263
-757
-37% -$196K 0.04% 263
2025
Q1 		$500K Sell
2,020
-30,338
-94% -$7.85M 0.06% 215
2024
Q4 		$8.23M Buy
+32,358
New +$8.61M 1.05% 25

Other funds holding VIS

MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

L.J. Altfest & Co's VIS Position: Q2 2026 in Review

L.J. Altfest & Co reduced its Vanguard Industrials ETF (VIS) stake by 19% in Q2 2026, selling an estimated $72.5K and leaving 904 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #257.

L.J. Altfest & Co first reported a position in VIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.23M in Q4 2024. 276 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • L.J. Altfest & Co held 904 shares of Vanguard Industrials ETF worth $326K as of Q2 2026.
  • L.J. Altfest & Co sold 214 Vanguard Industrials ETF shares in Q2 2026, an estimated $72.5K.
  • Vanguard Industrials ETF made up 0.03% of L.J. Altfest & Co's portfolio in Q2 2026, its #257 holding.
  • L.J. Altfest & Co first reported a position in Vanguard Industrials ETF in Q4 2024 and has held it in 7 quarters since.
  • L.J. Altfest & Co's Vanguard Industrials ETF position peaked at $8.23M in Q4 2024.
  • 276 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.