MinichMacGregor Wealth Management
VIS icon

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
Q3 		$14.2M Buy
44,193
+126
+0.3% +$43.1K 2.28% 15
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

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

MinichMacGregor Wealth Management's VIS Position: Q3 2026 in Review

MinichMacGregor Wealth Management increased its Vanguard Industrials ETF (VIS) stake by 0.29% in Q3 2026, buying an estimated $43.1K and bringing the position to 44,193 shares worth $14.2M. The position accounts for 2.28% of the portfolio, ranked #15.

MinichMacGregor Wealth Management first reported a position in VIS in Q3 2020 and has held it in 25 quarters since. The position peaked at $15.9M in Q2 2026. 256 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • MinichMacGregor Wealth Management held 44,193 shares of Vanguard Industrials ETF worth $14.2M as of Q3 2026.
  • MinichMacGregor Wealth Management bought 126 Vanguard Industrials ETF shares in Q3 2026, an estimated $43.1K.
  • Vanguard Industrials ETF made up 2.28% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #15 holding.
  • MinichMacGregor Wealth Management first reported a position in Vanguard Industrials ETF in Q3 2020 and has held it in 25 quarters since.
  • MinichMacGregor Wealth Management's Vanguard Industrials ETF position peaked at $15.9M in Q2 2026.
  • 256 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.