Marks Wealth’s Vanguard Industrials ETF VIS Stock Holding History

Marks Wealth’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	$29.8M	Buy	+82,704	New	+$28M	6.45%	8
2024 Q4	–	Sell	-43,975	Closed	-$11.4M	–	27
2024 Q3	$11.4M	Buy	+43,975	New	+$10.8M	4.91%	11
2022 Q2	–	Sell	-116,675	Closed	-$22.7M	–	34
2022 Q1	$22.7M	Sell	116,675 -6,602	-5%	-$1.27M	6.91%	5
2021 Q4	$25M	Buy	+123,277	New	+$24.6M	7.82%	5
2021 Q3	–	Sell	-53,931	Closed	-$10.6M	–	43
2021 Q2	$10.6M	Buy	53,931 +1,481	+3%	+$291K	3.58%	12
2021 Q1	$9.93M	Sell	52,450 -14,744	-22%	-$2.63M	3.26%	15
2020 Q4	$11.4M	Buy	+67,194	New	+$10.8M	3.96%	11

Other funds holding VIS

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Marks Wealth's VIS Position: Q2 2026 in Review

Marks Wealth opened a new position in Vanguard Industrials ETF (VIS) in Q2 2026: 82,704 shares worth $29.8M. The stake represents 6.45% of the portfolio and ranks #8 among its holdings. This is a return to the name: Marks Wealth previously reported a position in VIS as recently as Q3 2024.

Marks Wealth first reported a position in VIS in Q4 2020 and has held it in 7 quarters since. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Marks Wealth held 82,704 shares of Vanguard Industrials ETF worth $29.8M as of Q2 2026.
Vanguard Industrials ETF was a new Marks Wealth position in Q2 2026.
Vanguard Industrials ETF made up 6.45% of Marks Wealth's portfolio in Q2 2026, its #8 holding.
Marks Wealth first reported a position in Vanguard Industrials ETF in Q4 2020 and has held it in 7 quarters since.
621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Marks Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.