Next Level Wealth Planning’s Vanguard Industrials ETF VIS Stock Holding History

Next Level Wealth Planning’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	$32.7K	Buy	+102	New	+$34.9K	0.01%	218

Other funds holding VIS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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 Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.59% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Next Level Wealth Planning's VIS Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Vanguard Industrials ETF (VIS) in Q3 2026: 102 shares worth $32.7K. The stake represents 0.01% of the portfolio and ranks #218 among its holdings.

367 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

Next Level Wealth Planning held 102 shares of Vanguard Industrials ETF worth $32.7K as of Q3 2026.
Vanguard Industrials ETF was a new Next Level Wealth Planning position in Q3 2026.
Vanguard Industrials ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #218 holding.
367 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.