MWM
VIS icon

Maltin Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Maltin Wealth Management’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 		$5.35M Buy
16,679
+25
+0.2% +$8.56K 1.73% 13
2026
Q2 		$6M Sell
16,654
-429
-3% -$145K 2.01% 14
2026
Q1 		$5.33M Buy
17,083
+5
+0% +$1.62K 2.04% 12
2025
Q4 		$5.1M Buy
17,078
+253
+2% +$75.1K 2.03% 12
2025
Q3 		$4.99M Buy
16,825
+122
+0.7% +$35.4K 2.07% 12
2025
Q2 		$4.68M Buy
16,703
+338
+2% +$87.3K 2.1% 12
2025
Q1 		$4.05M Buy
16,365
+589
+4% +$152K 1.9% 14
2024
Q4 		$4.01M Sell
15,776
-151
-0.9% -$40.2K 1.97% 12
2024
Q3 		$4.14M Buy
15,927
+369
+2% +$90.4K 2.02% 12
2024
Q2 		$3.66M Buy
15,558
+141
+0.9% +$33.6K 1.97% 12
2024
Q1 		$3.76M Buy
15,417
+508
+3% +$115K 2.12% 9
2023
Q4 		$3.29M Sell
14,909
-122
-0.8% -$24.6K 2.09% 10
2023
Q3 		$2.93M Buy
15,031
+411
+3% +$84.3K 2.05% 9
2023
Q2 		$3M Buy
14,620
+77
+0.5% +$14.7K 2.12% 10
2023
Q1 		$2.77M Buy
14,543
+450
+3% +$85.5K 2% 12
2022
Q4 		$2.57M Buy
14,093
+892
+7% +$160K 1.87% 14
2022
Q3 		$2.08M Buy
13,201
+487
+4% +$84.8K 1.64% 16
2022
Q2 		$2.08M Buy
12,714
+741
+6% +$131K 1.5% 17
2022
Q1 		$2.33M Buy
11,973
+679
+6% +$131K 1.54% 16
2021
Q4 		$2.29M Buy
11,294
+2,626
+30% +$525K 1.38% 24
2021
Q3 		$1.63M Sell
8,668
-1
-0% -$196 1% 31
2021
Q2 		$1.7M Buy
8,669
+906
+12% +$178K 1.04% 30
2021
Q1 		$1.47M Buy
7,763
+1,879
+32% +$335K 0.95% 33
2020
Q4 		$1M Buy
5,884
+72
+1% +$11.5K 0.7% 38
2020
Q3 		$841K Sell
5,812
-64
-1% -$9.03K 0.6% 43
2020
Q2 		$763K Sell
5,876
-1,996
-25% -$244K 0.58% 42
2020
Q1 		$868K Buy
7,872
+6,650
+544% +$943K 0.74% 37
2019
Q4 		$188K Buy
+1,222
New +$184K 0.12% 76

Other funds holding VIS

BCMIO
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
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFC
First Financial Corp Terre Haute, Indiana $284M AUM 22.27% 1-Year Est. Return

Maltin Wealth Management's VIS Position: Q3 2026 in Review

Maltin Wealth Management increased its Vanguard Industrials ETF (VIS) stake by 0.15% in Q3 2026, buying an estimated $8.56K and bringing the position to 16,679 shares worth $5.35M. The position accounts for 1.73% of the portfolio, ranked #13.

Maltin Wealth Management first reported a position in VIS in Q4 2019 and has held it in 28 quarters since. The position peaked at $6M in Q2 2026. 53 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • Maltin Wealth Management held 16,679 shares of Vanguard Industrials ETF worth $5.35M as of Q3 2026.
  • Maltin Wealth Management bought 25 Vanguard Industrials ETF shares in Q3 2026, an estimated $8.56K.
  • Vanguard Industrials ETF made up 1.73% of Maltin Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Maltin Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2019 and has held it in 28 quarters since.
  • Maltin Wealth Management's Vanguard Industrials ETF position peaked at $6M in Q2 2026.
  • 53 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

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