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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
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

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

Maltin Wealth Management's VIS Position: Q2 2026 in Review

Maltin Wealth Management reduced its Vanguard Industrials ETF (VIS) stake by 2.5% in Q2 2026, selling an estimated $145K and leaving 16,654 shares worth $6M. The position accounts for 2.01% of the portfolio, ranked #14.

Maltin Wealth Management first reported a position in VIS in Q4 2019 and has held it in 27 quarters since. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Maltin Wealth Management held 16,654 shares of Vanguard Industrials ETF worth $6M as of Q2 2026.
  • Maltin Wealth Management sold 429 Vanguard Industrials ETF shares in Q2 2026, an estimated $145K.
  • Vanguard Industrials ETF made up 2.01% of Maltin Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Maltin Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2019 and has held it in 27 quarters since.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.