NAS
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NWF Advisory Services’s Vanguard Industrials ETF VIS Stock Holding History

NWF 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 		$622K Buy
1,727
+20
+1% +$6.78K 0.06% 190
2026
Q1 		$533K Buy
1,707
+790
+86% +$257K 0.06% 203
2025
Q4 		$274K Buy
917
+100
+12% +$29.7K 0.03% 304
2025
Q3 		$242K Hold
817
– – 0.03% 337
2025
Q2 		$229K Hold
817
– – 0.03% 353
2025
Q1 		$202K Buy
+817
New +$211K 0.03% 327
2024
Q4 		– Sell
-817
Closed -$212K – 421
2024
Q3 		$212K Buy
+817
New +$200K 0.03% 299

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

NWF Advisory Services's VIS Position: Q2 2026 in Review

NWF Advisory Services increased its Vanguard Industrials ETF (VIS) stake by 1.2% in Q2 2026, buying an estimated $6.78K and bringing the position to 1,727 shares worth $622K. The position accounts for 0.06% of the portfolio, ranked #190.

NWF Advisory Services first reported a position in VIS in Q3 2024 and has held it in 7 quarters since. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • NWF Advisory Services held 1,727 shares of Vanguard Industrials ETF worth $622K as of Q2 2026.
  • NWF Advisory Services bought 20 Vanguard Industrials ETF shares in Q2 2026, an estimated $6.78K.
  • Vanguard Industrials ETF made up 0.06% of NWF Advisory Services's portfolio in Q2 2026, its #190 holding.
  • NWF Advisory Services first reported a position in Vanguard Industrials ETF in Q3 2024 and has held it in 7 quarters since.
  • 621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.