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N.E.W. Advisory Services’s Vanguard Industrials ETF VIS Stock Holding History

N.E.W. Advisory Services’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 		$1.35M Buy
3,743
+581
+18% +$197K 0.09% 87
2026
Q1 		$987K Buy
3,162
+612
+24% +$199K 0.07% 94
2025
Q4 		$761K Sell
2,550
-97
-4% -$28.8K 0.06% 111
2025
Q3 		$784K Buy
2,647
+272
+11% +$78.8K 0.07% 94
2025
Q2 		$665K Sell
2,375
-667
-22% -$172K 0.06% 99
2025
Q1 		$753K Buy
3,042
+568
+23% +$147K 0.06% 102
2024
Q4 		$629K Buy
2,474
+172
+7% +$45.8K 0.06% 101
2024
Q3 		$599K Sell
2,302
-42
-2% -$10.3K 0.06% 99
2024
Q2 		$551K Buy
2,344
+71
+3% +$16.9K 0.06% 99
2024
Q1 		$555K Hold
2,273
– – 0.06% 96
2023
Q4 		$501K Sell
2,273
-259
-10% -$52.2K 0.06% 99
2023
Q3 		$494K Sell
2,532
-203
-7% -$41.7K 0.07% 94
2023
Q2 		$562K Sell
2,735
-127
-4% -$24.3K 0.08% 79
2023
Q1 		$545K Sell
2,862
-26
-0.9% -$4.94K 0.08% 81
2022
Q4 		$527K Sell
2,888
-800
-22% -$143K 0.08% 77
2022
Q3 		$581K Sell
3,688
-8
-0.2% -$1.39K 0.11% 70
2022
Q2 		$604K Sell
3,696
-444
-11% -$78.6K 0.11% 66
2022
Q1 		$782K Buy
4,140
+98
+2% +$18.8K 0.15% 65
2021
Q4 		$820K Buy
4,042
+85
+2% +$17K 0.12% 67
2021
Q3 		$743K Sell
3,957
-203
-5% -$39.8K 0.12% 67
2021
Q2 		$818K Buy
4,160
+20
+0.5% +$3.93K 0.14% 66
2021
Q1 		$789K Buy
4,140
+198
+5% +$35.3K 0.15% 67
2020
Q4 		$668K Buy
3,942
+655
+20% +$105K 0.14% 72
2020
Q3 		$479K Sell
3,287
-370
-10% -$52.2K 0.14% 59
2020
Q2 		$475K Buy
+3,657
New +$446K 0.15% 58
2019
Q4 		$612K Buy
+3,982
New +$599K 0.2% 52

Other funds holding VIS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

N.E.W. Advisory Services's VIS Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Vanguard Industrials ETF (VIS) stake by 18% in Q2 2026, buying an estimated $197K and bringing the position to 3,743 shares worth $1.35M. The position accounts for 0.09% of the portfolio, ranked #87.

N.E.W. Advisory Services first reported a position in VIS in Q4 2019 and has held it in 26 quarters since. 433 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • N.E.W. Advisory Services held 3,743 shares of Vanguard Industrials ETF worth $1.35M as of Q2 2026.
  • N.E.W. Advisory Services bought 581 Vanguard Industrials ETF shares in Q2 2026, an estimated $197K.
  • Vanguard Industrials ETF made up 0.09% of N.E.W. Advisory Services's portfolio in Q2 2026, its #87 holding.
  • N.E.W. Advisory Services first reported a position in Vanguard Industrials ETF in Q4 2019 and has held it in 26 quarters since.
  • 433 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.