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MinichMacGregor Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

MinichMacGregor Wealth Management’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 		$15.9M Sell
44,067
-151
-0.3% -$51.2K 2.41% 12
2026
Q1 		$13.8M Buy
44,218
+546
+1% +$177K 2.44% 11
2025
Q4 		$13M Buy
43,672
+553
+1% +$164K 2.36% 13
2025
Q3 		$12.8M Sell
43,119
-2,648
-6% -$767K 2.49% 12
2025
Q2 		$12.8M Sell
45,767
-3,464
-7% -$895K 2.74% 12
2025
Q1 		$12.2M Buy
49,231
+736
+2% +$190K 2.73% 11
2024
Q4 		$12.3M Sell
48,495
-284
-0.6% -$75.6K 2.56% 10
2024
Q3 		$12.7M Buy
48,779
+94
+0.2% +$23K 2.72% 8
2024
Q2 		$11.5M Buy
48,685
+443
+0.9% +$106K 2.8% 9
2024
Q1 		$11.7M Buy
48,242
+29,916
+163% +$6.8M 2.98% 6
2023
Q4 		$4.04M Buy
18,326
+577
+3% +$116K 1.17% 30
2023
Q3 		$3.46M Buy
17,749
+916
+5% +$188K 1.15% 35
2023
Q2 		$3.46M Sell
16,833
-287
-2% -$54.9K 1.08% 32
2023
Q1 		$3.26M Sell
17,120
-146
-0.8% -$27.7K 1.08% 29
2022
Q4 		$3.15M Buy
17,266
+527
+3% +$94.3K 1.14% 21
2022
Q3 		$2.64M Buy
16,739
+59
+0.4% +$10.3K 1.05% 24
2022
Q2 		$2.72M Sell
16,680
-283
-2% -$50.1K 1.12% 25
2022
Q1 		$3.3M Sell
16,963
-385
-2% -$74K 1.05% 29
2021
Q4 		$3.52M Buy
17,348
+577
+3% +$115K 1.07% 31
2021
Q3 		$3.15M Buy
16,771
+983
+6% +$193K 1.06% 28
2021
Q2 		$3.1M Buy
15,788
+833
+6% +$164K 1.09% 27
2021
Q1 		$2.83M Buy
14,955
+601
+4% +$107K 1.06% 28
2020
Q4 		$2.44M Buy
14,354
+93
+0.7% +$14.9K 0.99% 30
2020
Q3 		$2.06M Buy
+14,261
New +$2.01M 0.97% 28

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

MinichMacGregor Wealth Management's VIS Position: Q2 2026 in Review

MinichMacGregor Wealth Management reduced its Vanguard Industrials ETF (VIS) stake by 0.34% in Q2 2026, selling an estimated $51.2K and leaving 44,067 shares worth $15.9M. The position accounts for 2.41% of the portfolio, ranked #12.

MinichMacGregor Wealth Management first reported a position in VIS in Q3 2020 and has held it in 24 quarters since. 625 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • MinichMacGregor Wealth Management held 44,067 shares of Vanguard Industrials ETF worth $15.9M as of Q2 2026.
  • MinichMacGregor Wealth Management sold 151 Vanguard Industrials ETF shares in Q2 2026, an estimated $51.2K.
  • Vanguard Industrials ETF made up 2.41% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #12 holding.
  • MinichMacGregor Wealth Management first reported a position in Vanguard Industrials ETF in Q3 2020 and has held it in 24 quarters since.
  • 625 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.