Lauer Wealth
VIS icon

Lauer Wealth’s Vanguard Industrials ETF VIS Stock Holding History

Lauer Wealth’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
Q3 		$772K Buy
2,394
+206
+9% +$70.5K 0.48% 30
2026
Q2 		$761K Buy
+2,188
New +$742K 0.46% 32

Other funds holding VIS

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Strengthening Families & Communities LLC
Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Founders Grove Wealth Partners
Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

Lauer Wealth's VIS Position: Q3 2026 in Review

Lauer Wealth increased its Vanguard Industrials ETF (VIS) stake by 9.4% in Q3 2026, buying an estimated $70.5K and bringing the position to 2,394 shares worth $772K. The position accounts for 0.48% of the portfolio, ranked #30.

Lauer Wealth first reported a position in VIS in Q2 2026 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • Lauer Wealth held 2,394 shares of Vanguard Industrials ETF worth $772K as of Q3 2026.
  • Lauer Wealth bought 206 Vanguard Industrials ETF shares in Q3 2026, an estimated $70.5K.
  • Vanguard Industrials ETF made up 0.48% of Lauer Wealth's portfolio in Q3 2026, its #30 holding.
  • Lauer Wealth first reported a position in Vanguard Industrials ETF in Q2 2026 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.