Mission Wealth Management
VIS icon

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

Mission 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 		$682K Sell
2,128
-659
-24% -$226K 0.01% 457
2026
Q2 		$1M Buy
2,787
+706
+34% +$239K 0.01% 480
2026
Q1 		$650K Sell
2,081
-128
-6% -$41.6K 0.01% 420
2025
Q4 		$659K Sell
2,209
-112
-5% -$33.3K 0.01% 424
2025
Q3 		$688K Buy
2,321
+9
+0.4% +$2.61K 0.01% 408
2025
Q2 		$648K Buy
2,312
+374
+19% +$96.6K 0.01% 419
2025
Q1 		$480K Buy
1,938
+57
+3% +$14.8K 0.01% 458
2024
Q4 		$479K Sell
1,881
-4
-0.2% -$1.06K 0.01% 436
2024
Q3 		$490K Sell
1,885
-581
-24% -$142K 0.01% 436
2024
Q2 		$580K Buy
2,466
+110
+5% +$26.2K 0.02% 378
2024
Q1 		$575K Buy
2,356
+182
+8% +$41.3K 0.02% 405
2023
Q4 		$479K Buy
2,174
+121
+6% +$24.4K 0.02% 380
2023
Q3 		$400K Sell
2,053
-150
-7% -$30.8K 0.01% 388
2023
Q2 		$453K Sell
2,203
-550
-20% -$105K 0.02% 362
2023
Q1 		$524K Buy
2,753
+1,179
+75% +$224K 0.02% 323
2022
Q4 		$287K Sell
1,574
-101
-6% -$18.1K 0.01% 430
2022
Q3 		$264K Buy
1,675
+246
+17% +$42.8K 0.01% 421
2022
Q2 		$233K Sell
1,429
-467
-25% -$82.6K 0.01% 450
2022
Q1 		$369K Sell
1,896
-274
-13% -$52.7K 0.02% 375
2021
Q4 		$441K Buy
2,170
+4
+0.2% +$800 0.02% 342
2021
Q3 		$407K Hold
2,166
– – 0.02% 335
2021
Q2 		$426K Buy
2,166
+862
+66% +$169K 0.02% 320
2021
Q1 		$247K Buy
+1,304
New +$232K 0.01% 401

Other funds holding VIS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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 15.59% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Mission Wealth Management reduced its Vanguard Industrials ETF (VIS) stake by 24% in Q3 2026, selling an estimated $226K and leaving 2,128 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #457.

Mission Wealth Management first reported a position in VIS in Q1 2021 and has held it in 23 quarters since. The position peaked at $1M in Q2 2026. 368 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • Mission Wealth Management held 2,128 shares of Vanguard Industrials ETF worth $682K as of Q3 2026.
  • Mission Wealth Management sold 659 Vanguard Industrials ETF shares in Q3 2026, an estimated $226K.
  • Vanguard Industrials ETF made up 0.01% of Mission Wealth Management's portfolio in Q3 2026, its #457 holding.
  • Mission Wealth Management first reported a position in Vanguard Industrials ETF in Q1 2021 and has held it in 23 quarters since.
  • Mission Wealth Management's Vanguard Industrials ETF position peaked at $1M in Q2 2026.
  • 368 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.