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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
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

Bank of America
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
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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Legacy Advisors's VIS Position: Q2 2026 in Review

Legacy Advisors opened a new position in Vanguard Industrials ETF (VIS) in Q2 2026: 555 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #320 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in VIS as recently as Q2 2019.

Legacy Advisors first reported a position in VIS in Q1 2019 and has held it in 3 quarters since. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Legacy Advisors held 555 shares of Vanguard Industrials ETF worth $200K as of Q2 2026.
  • Vanguard Industrials ETF was a new Legacy Advisors position in Q2 2026.
  • Vanguard Industrials ETF made up 0.02% of Legacy Advisors's portfolio in Q2 2026, its #320 holding.
  • Legacy Advisors first reported a position in Vanguard Industrials ETF in Q1 2019 and has held it in 3 quarters since.
  • 621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.