McIntyre, Freedman & Flynn Investment Advisers’s Vanguard Industrials ETF VIS Stock Holding History

McIntyre, Freedman & Flynn Investment Advisers’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	$1.43M	Sell	3,970 -310	-7%	-$105K	0.86%	37
2026 Q1	$1.34M	Hold	4,280	–	–	0.76%	41
2025 Q4	$1.28M	Sell	4,280 -20	-0.5%	-$5.94K	0.8%	39
2025 Q3	$1.27M	Hold	4,300	–	–	0.76%	37
2025 Q2	$1.2M	Hold	4,300	–	–	0.85%	36
2025 Q1	$1.06M	Hold	4,300	–	–	0.78%	40
2024 Q4	$1.09M	Hold	4,300	–	–	0.82%	38
2024 Q3	$1.12M	Hold	4,300	–	–	0.8%	37
2024 Q2	$1.01M	Hold	4,300	–	–	0.73%	41
2024 Q1	$1.05M	Hold	4,300	–	–	0.76%	41
2023 Q4	$948K	Hold	4,300	–	–	0.76%	40
2023 Q3	$838K	Hold	4,300	–	–	0.71%	43
2023 Q2	$884K	Hold	4,300	–	–	0.76%	40
2023 Q1	$819K	Hold	4,300	–	–	0.7%	41
2022 Q4	$785K	Buy	+4,300	New	+$769K	0.65%	43

Other funds holding VIS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

McIntyre, Freedman & Flynn Investment Advisers's VIS Position: Q2 2026 in Review

McIntyre, Freedman & Flynn Investment Advisers reduced its Vanguard Industrials ETF (VIS) stake by 7.2% in Q2 2026, selling an estimated $105K and leaving 3,970 shares worth $1.43M. The position accounts for 0.86% of the portfolio, ranked #37.

McIntyre, Freedman & Flynn Investment Advisers first reported a position in VIS in Q4 2022 and has held it in 15 quarters since. 484 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

McIntyre, Freedman & Flynn Investment Advisers held 3,970 shares of Vanguard Industrials ETF worth $1.43M as of Q2 2026.
McIntyre, Freedman & Flynn Investment Advisers sold 310 Vanguard Industrials ETF shares in Q2 2026, an estimated $105K.
Vanguard Industrials ETF made up 0.86% of McIntyre, Freedman & Flynn Investment Advisers's portfolio in Q2 2026, its #37 holding.
McIntyre, Freedman & Flynn Investment Advisers first reported a position in Vanguard Industrials ETF in Q4 2022 and has held it in 15 quarters since.
484 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on McIntyre, Freedman & Flynn Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.