Matthew Hamilton Rosenberg’s Vanguard Industrials ETF VIS Stock Holding History

Matthew Hamilton Rosenberg’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	$46.2K	Hold	144	–	–	0.01%	455
2026 Q2	$51.9K	Hold	144	–	–	0.01%	432
2026 Q1	$45K	Hold	144	–	–	0.01%	435
2025 Q4	$43K	Hold	144	–	–	0.01%	446
2025 Q3	$42.7K	Hold	144	–	–	0.01%	444
2025 Q2	$40.3K	Hold	144	–	–	0.01%	469
2025 Q1	$35.6K	Hold	144	–	–	0.01%	474
2024 Q4	$36.6K	Hold	144	–	–	0.01%	465
2024 Q3	$37.4K	Sell	144 -36	-20%	-$8.82K	0.01%	468
2024 Q2	$41.8K	Buy	+180	New	+$42.9K	0.01%	445
2023 Q2	–	Sell	-3	Closed	-$572	–	999
2023 Q1	$572	Hold	3	–	–	﹤0.01%	866
2022 Q4	$548	Buy	+3	New	+$537	﹤0.01%	862
2022 Q3	–	Sell	-3	Closed	-$1K	–	873
2022 Q2	$1K	Sell	3 -75	-96%	-$13.3K	﹤0.01%	785
2022 Q1	$15K	Buy	78 +75	+2,500%	+$14.4K	0.01%	589
2021 Q4	$1K	Buy	+3	New	+$600	﹤0.01%	716

Other funds holding VIS

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

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Matthew Hamilton Rosenberg's VIS Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard Industrials ETF (VIS) position steady in Q3 2026 at 144 shares worth $46.2K. The position accounts for 0.01% of the portfolio, ranked #455.

Matthew Hamilton Rosenberg first reported a position in VIS in Q4 2021 and has held it in 15 quarters since. The position peaked at $51.9K in Q2 2026. 204 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

Matthew Hamilton Rosenberg held 144 shares of Vanguard Industrials ETF worth $46.2K as of Q3 2026.
Matthew Hamilton Rosenberg left its Vanguard Industrials ETF share count unchanged in Q3 2026.
Vanguard Industrials ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #455 holding.
Matthew Hamilton Rosenberg first reported a position in Vanguard Industrials ETF in Q4 2021 and has held it in 15 quarters since.
Matthew Hamilton Rosenberg's Vanguard Industrials ETF position peaked at $51.9K in Q2 2026.
204 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.