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

Modern 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	$248K	Sell	689 -89	-11%	-$30.2K	﹤0.01%	951
2026 Q1	$247K	Sell	778 -238	-23%	-$77.3K	﹤0.01%	773
2025 Q4	$303K	Buy	1,016 +24	+2%	+$7.13K	0.01%	676
2025 Q3	$294K	Sell	992 -228	-19%	-$66.1K	0.01%	650
2025 Q2	$342K	Sell	1,220 -157	-11%	-$40.5K	0.01%	578
2025 Q1	$341K	Buy	1,377 +239	+21%	+$61.8K	0.01%	493
2024 Q4	$290K	Buy	1,138 +5	+0.4%	+$1.33K	0.01%	463
2024 Q3	$295K	Sell	1,133 -77	-6%	-$18.9K	0.02%	348
2024 Q2	$285K	Buy	1,210 +17	+1%	+$4.05K	0.02%	321
2024 Q1	$291K	Buy	+1,193	New	+$271K	0.03%	242

Other funds holding VIS

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

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

Modern Wealth Management reduced its Vanguard Industrials ETF (VIS) stake by 11% in Q2 2026, selling an estimated $30.2K and leaving 689 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Modern Wealth Management first reported a position in VIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $342K in Q2 2025. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Modern Wealth Management held 689 shares of Vanguard Industrials ETF worth $248K as of Q2 2026.
Modern Wealth Management sold 89 Vanguard Industrials ETF shares in Q2 2026, an estimated $30.2K.
Vanguard Industrials ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #951 holding.
Modern Wealth Management first reported a position in Vanguard Industrials ETF in Q1 2024 and has held it in 10 quarters since.
Modern Wealth Management's Vanguard Industrials ETF position peaked at $342K in Q2 2025.
626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.