Larson Financial Group
VIS icon

Larson Financial Group’s Vanguard Industrials ETF VIS Stock Holding History

Larson Financial Group’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 		$223K Buy
619
+594
+2,376% +$201K 0.01% 813
2026
Q1 		$7.81K Sell
25
-15
-38% -$4.87K ﹤0.01% 2375
2025
Q4 		$11.9K Hold
40
– – ﹤0.01% 2015
2025
Q3 		$11.9K Hold
40
– – ﹤0.01% 1931
2025
Q2 		$11.2K Buy
40
+25
+167% +$6.46K ﹤0.01% 1757
2025
Q1 		$3.71K Sell
15
-8
-35% -$2.07K ﹤0.01% 1963
2024
Q4 		$5.85K Sell
23
-117
-84% -$31.1K ﹤0.01% 1631
2024
Q3 		$36.4K Buy
140
+125
+833% +$30.6K ﹤0.01% 1000
2024
Q2 		$3.53K Sell
15
-11
-42% -$2.62K ﹤0.01% 1511
2024
Q1 		$6.35K Buy
26
+11
+73% +$2.5K ﹤0.01% 1143
2023
Q4 		$3.31K Buy
+15
New +$3.02K ﹤0.01% 1274

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PGIM Custom Harvest
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
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Main Management
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Larson Financial Group's VIS Position: Q2 2026 in Review

Larson Financial Group increased its Vanguard Industrials ETF (VIS) stake by 2,376% in Q2 2026, buying an estimated $201K and bringing the position to 619 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #813.

Larson Financial Group first reported a position in VIS in Q4 2023 and has held it in 11 quarters since. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Larson Financial Group held 619 shares of Vanguard Industrials ETF worth $223K as of Q2 2026.
  • Larson Financial Group bought 594 Vanguard Industrials ETF shares in Q2 2026, an estimated $201K.
  • Vanguard Industrials ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #813 holding.
  • Larson Financial Group first reported a position in Vanguard Industrials ETF in Q4 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 Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.