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LGT Financial Advisors’s Vanguard Industrials ETF VIS Stock Holding History

LGT Financial 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 		$9.01K Hold
25
– – 0.05% 140
2026
Q1 		$7.81K Hold
25
– – 0.04% 161
2025
Q4 		$7.46K Hold
25
– – 0.05% 162
2025
Q3 		$7.41K Hold
25
– – 0.02% 263
2025
Q2 		$7K Buy
+25
New +$6.46K 0.02% 250

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

LGT Financial Advisors's VIS Position: Q2 2026 in Review

LGT Financial Advisors held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 25 shares worth $9.01K. The position accounts for 0.05% of the portfolio, ranked #140.

LGT Financial Advisors first reported a position in VIS in Q2 2025 and has held it in 5 quarters since. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • LGT Financial Advisors held 25 shares of Vanguard Industrials ETF worth $9.01K as of Q2 2026.
  • LGT Financial Advisors left its Vanguard Industrials ETF share count unchanged in Q2 2026.
  • Vanguard Industrials ETF made up 0.05% of LGT Financial Advisors's portfolio in Q2 2026, its #140 holding.
  • LGT Financial Advisors first reported a position in Vanguard Industrials ETF in Q2 2025 and has held it in 5 quarters since.
  • 621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

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