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Novem Group’s Vanguard Industrials ETF VIS Stock Holding History

Novem Group’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 		$785K Buy
2,177
+563
+35% +$191K 0.08% 222
2026
Q1 		$504K Buy
1,614
+604
+60% +$196K 0.06% 268
2025
Q4 		$301K Buy
1,010
+188
+23% +$55.8K 0.03% 336
2025
Q3 		$244K Buy
+822
New +$238K 0.03% 364

Other funds holding VIS

CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAP
Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

Novem Group's VIS Position: Q2 2026 in Review

Novem Group increased its Vanguard Industrials ETF (VIS) stake by 35% in Q2 2026, buying an estimated $191K and bringing the position to 2,177 shares worth $785K. The position accounts for 0.08% of the portfolio, ranked #222.

Novem Group first reported a position in VIS in Q3 2025 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Novem Group held 2,177 shares of Vanguard Industrials ETF worth $785K as of Q2 2026.
  • Novem Group bought 563 Vanguard Industrials ETF shares in Q2 2026, an estimated $191K.
  • Vanguard Industrials ETF made up 0.08% of Novem Group's portfolio in Q2 2026, its #222 holding.
  • Novem Group first reported a position in Vanguard Industrials ETF in Q3 2025 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.