McAdam LLC
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McAdam LLC’s Vanguard Industrials ETF VIS Stock Holding History

McAdam LLC’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 		$458K Buy
1,430
+14
+1% +$4.79K 0.02% 291
2026
Q2 		$510K Buy
1,416
+15
+1% +$5.08K 0.02% 268
2026
Q1 		$438K Buy
1,401
+94
+7% +$30.5K 0.02% 262
2025
Q4 		$390K Buy
1,307
+31
+2% +$9.2K 0.02% 281
2025
Q3 		$378K Buy
1,276
+12
+0.9% +$3.48K 0.02% 256
2025
Q2 		$354K Buy
1,264
+159
+14% +$41.1K 0.02% 256
2025
Q1 		$274K Buy
1,105
+11
+1% +$2.85K 0.02% 276
2024
Q4 		$278K Buy
1,094
+14
+1% +$3.73K 0.02% 290
2024
Q3 		$281K Buy
1,080
+2
+0.2% +$490 0.02% 269
2024
Q2 		$254K Buy
1,078
+15
+1% +$3.57K 0.02% 265
2024
Q1 		$260K Buy
1,063
+1
+0.1% +$227 0.02% 250
2023
Q4 		$234K Buy
1,062
+3
+0.3% +$605 0.02% 247
2023
Q3 		$206K Hold
1,059
– – 0.02% 245
2023
Q2 		$218K Hold
1,059
– – 0.02% 242
2023
Q1 		$202K Buy
1,059
+15
+1% +$2.85K 0.02% 241
2022
Q4 		$212K Buy
+1,044
New +$187K 0.02% 177
2022
Q2 		– Sell
-1,059
Closed -$206K – 238
2022
Q1 		$206K Buy
1,059
+15
+1% +$2.88K 0.02% 200
2021
Q4 		$212K Buy
+1,044
New +$209K 0.02% 177
2021
Q3 		– Sell
-1,044
Closed -$206K – 183
2021
Q2 		$206K Buy
+1,044
New +$205K 0.02% 164
2021
Q1 		– Sell
-1,159
Closed -$202K – 171
2020
Q4 		$202K Buy
+1,159
New +$186K 0.03% 153
2018
Q4 		– Sell
-1,044
Closed -$155K – 592
2018
Q3 		$155K Hold
1,044
– – 0.06% 78
2018
Q2 		$142K Hold
1,044
– – 0.06% 76
2018
Q1 		$145K Buy
+1,044
New +$150K 0.07% 78

Other funds holding VIS

Beacon Capital Management Inc (Ohio)
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
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Strengthening Families & Communities LLC
Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

McAdam LLC's VIS Position: Q3 2026 in Review

McAdam LLC increased its Vanguard Industrials ETF (VIS) stake by 0.99% in Q3 2026, buying an estimated $4.79K and bringing the position to 1,430 shares worth $458K. The position accounts for 0.02% of the portfolio, ranked #291.

McAdam LLC first reported a position in VIS in Q1 2018 and has held it in 23 quarters since. The position peaked at $510K in Q2 2026. 218 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • McAdam LLC held 1,430 shares of Vanguard Industrials ETF worth $458K as of Q3 2026.
  • McAdam LLC bought 14 Vanguard Industrials ETF shares in Q3 2026, an estimated $4.79K.
  • Vanguard Industrials ETF made up 0.02% of McAdam LLC's portfolio in Q3 2026, its #291 holding.
  • McAdam LLC first reported a position in Vanguard Industrials ETF in Q1 2018 and has held it in 23 quarters since.
  • McAdam LLC's Vanguard Industrials ETF position peaked at $510K in Q2 2026.
  • 218 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.