Mosley Wealth Management
VIS icon

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

Mosley 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 		$5.54M Buy
17,253
+819
+5% +$280K 1.61% 19
2026
Q2 		$5.92M Buy
16,434
+15,653
+2,004% +$5.3M 1.88% 18
2026
Q1 		$231K Sell
781
-140
-15% -$45.5K 0.1% 140
2025
Q4 		$277K Buy
+921
New +$273K 0.13% 137

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
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 15.6% 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
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

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

Mosley Wealth Management increased its Vanguard Industrials ETF (VIS) stake by 5% in Q3 2026, buying an estimated $280K and bringing the position to 17,253 shares worth $5.54M. The position accounts for 1.61% of the portfolio, ranked #19.

Mosley Wealth Management first reported a position in VIS in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.92M in Q2 2026. 346 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • Mosley Wealth Management held 17,253 shares of Vanguard Industrials ETF worth $5.54M as of Q3 2026.
  • Mosley Wealth Management bought 819 Vanguard Industrials ETF shares in Q3 2026, an estimated $280K.
  • Vanguard Industrials ETF made up 1.61% of Mosley Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Mosley Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2025 and has held it in 4 quarters since.
  • Mosley Wealth Management's Vanguard Industrials ETF position peaked at $5.92M in Q2 2026.
  • 346 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.