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LifeSteps Financial’s Vanguard Industrials ETF VIS Stock Holding History

LifeSteps Financial’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 		$10.8K Buy
+30
New +$10.2K 0.01% 398

Other funds holding VIS

MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

LifeSteps Financial's VIS Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Vanguard Industrials ETF (VIS) in Q2 2026: 30 shares worth $10.8K. The stake represents 0.01% of the portfolio and ranks #398 among its holdings.

261 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • LifeSteps Financial held 30 shares of Vanguard Industrials ETF worth $10.8K as of Q2 2026.
  • Vanguard Industrials ETF was a new LifeSteps Financial position in Q2 2026.
  • Vanguard Industrials ETF made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #398 holding.
  • 261 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.