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NewEdge Advisors’s Vanguard Industrials ETF VIS Stock Holding History

NewEdge Advisors’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 		$3.51M Buy
9,753
+1,375
+16% +$466K 0.01% 923
2026
Q1 		$2.62M Buy
8,378
+4,632
+124% +$1.5M 0.01% 966
2025
Q4 		$1.12M Sell
3,746
-190
-5% -$56.4K ﹤0.01% 1417
2025
Q3 		$1.17M Buy
3,936
+387
+11% +$112K 0.01% 1314
2025
Q2 		$994K Buy
3,549
+2,157
+155% +$557K 0.01% 1299
2025
Q1 		$345K Buy
1,392
+99
+8% +$25.6K ﹤0.01% 1800
2024
Q4 		$329K Buy
1,293
+103
+9% +$27.4K ﹤0.01% 1831
2024
Q3 		$309K Sell
1,190
-113
-9% -$27.7K ﹤0.01% 1782
2024
Q2 		$307K Sell
1,303
-1,144
-47% -$273K ﹤0.01% 1702
2024
Q1 		$597K Buy
2,447
+155
+7% +$35.2K 0.01% 1242
2023
Q4 		$503K Sell
2,292
-1,403
-38% -$283K ﹤0.01% 1274
2023
Q3 		$721K Sell
3,695
-170
-4% -$34.9K 0.01% 1013
2023
Q2 		$794K Sell
3,865
-544
-12% -$104K 0.01% 973
2023
Q1 		$825K Sell
4,409
-550
-11% -$104K 0.01% 871
2022
Q4 		$873K Buy
4,959
+1,828
+58% +$327K 0.02% 556
2022
Q3 		$493K Buy
3,131
+8
+0.3% +$1.39K 0.01% 973
2022
Q2 		$510K Buy
+3,123
New +$553K 0.01% 972
2022
Q1 		– Sell
-3,210
Closed -$651K – 1640
2021
Q4 		$651K Buy
+3,210
New +$642K 0.01% 942

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

NewEdge Advisors's VIS Position: Q2 2026 in Review

NewEdge Advisors increased its Vanguard Industrials ETF (VIS) stake by 16% in Q2 2026, buying an estimated $466K and bringing the position to 9,753 shares worth $3.51M. The position accounts for 0.01% of the portfolio, ranked #923.

NewEdge Advisors first reported a position in VIS in Q4 2021 and has held it in 18 quarters since. 622 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • NewEdge Advisors held 9,753 shares of Vanguard Industrials ETF worth $3.51M as of Q2 2026.
  • NewEdge Advisors bought 1,375 Vanguard Industrials ETF shares in Q2 2026, an estimated $466K.
  • Vanguard Industrials ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #923 holding.
  • NewEdge Advisors first reported a position in Vanguard Industrials ETF in Q4 2021 and has held it in 18 quarters since.
  • 622 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.