Legacy Advisors
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Legacy Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Legacy Advisors’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 		– Sell
-555
Closed -$200K – 358
2026
Q2 		$200K Buy
+555
New +$188K 0.02% 320
2019
Q3 		– Sell
-135
Closed -$20K – 319
2019
Q2 		$20K Hold
135
– – 0.01% 261
2019
Q1 		$19K Buy
+135
New +$18.3K 0.01% 287

Other funds holding VIS

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Legacy Advisors's VIS Position: Q3 2026 in Review

Legacy Advisors sold out of Vanguard Industrials ETF (VIS) in Q3 2026, closing a stake of 555 shares — an estimated $200K sold.

Legacy Advisors first reported a position in VIS in Q1 2019 and held it in 3 quarters. The position peaked at $200K in Q2 2026. 421 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • Legacy Advisors reported no remaining Vanguard Industrials ETF position as of Q3 2026 after selling out during the quarter.
  • Legacy Advisors sold 555 Vanguard Industrials ETF shares in Q3 2026, an estimated $200K.
  • Legacy Advisors first reported a position in Vanguard Industrials ETF in Q1 2019 and held it in 3 quarters.
  • Legacy Advisors's Vanguard Industrials ETF position peaked at $200K in Q2 2026.
  • 421 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.