MWM
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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
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

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

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

Mission Wealth Management increased its Vanguard Industrials ETF (VIS) stake by 34% in Q2 2026, buying an estimated $239K and bringing the position to 2,787 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #480.

Mission Wealth Management first reported a position in VIS in Q1 2021 and has held it in 22 quarters since. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Mission Wealth Management held 2,787 shares of Vanguard Industrials ETF worth $1M as of Q2 2026.
  • Mission Wealth Management bought 706 Vanguard Industrials ETF shares in Q2 2026, an estimated $239K.
  • Vanguard Industrials ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #480 holding.
  • Mission Wealth Management first reported a position in Vanguard Industrials ETF in Q1 2021 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 Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.