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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
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% +$9.21K 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

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

McAdam LLC's VIS Position: Q2 2026 in Review

McAdam LLC increased its Vanguard Industrials ETF (VIS) stake by 1.1% in Q2 2026, buying an estimated $5.08K and bringing the position to 1,416 shares worth $510K. The position accounts for 0.02% of the portfolio, ranked #268.

McAdam LLC first reported a position in VIS in Q1 2018 and has held it in 22 quarters since. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • McAdam LLC held 1,416 shares of Vanguard Industrials ETF worth $510K as of Q2 2026.
  • McAdam LLC bought 15 Vanguard Industrials ETF shares in Q2 2026, an estimated $5.08K.
  • Vanguard Industrials ETF made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #268 holding.
  • McAdam LLC first reported a position in Vanguard Industrials ETF in Q1 2018 and has held it in 22 quarters since.
  • 621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.