OW
VIS icon

Olistico Wealth’s Vanguard Industrials ETF VIS Stock Holding History

Olistico Wealth’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 		$532K Buy
1,476
+1
+0.1% +$339 0.23% 67
2026
Q1 		$460K Sell
1,475
-1,086
-42% -$353K 0.23% 68
2025
Q4 		$764K Buy
2,561
+45
+2% +$13.4K 0.37% 52
2025
Q3 		$745K Buy
2,516
+5
+0.2% +$1.45K 0.39% 51
2025
Q2 		$703K Sell
2,511
-186
-7% -$48K 0.39% 52
2025
Q1 		$668K Sell
2,697
-5
-0.2% -$1.29K 0.41% 46
2024
Q4 		$687K Sell
2,702
-59
-2% -$15.7K 0.4% 45
2024
Q3 		$718K Sell
2,761
-36
-1% -$8.81K 0.44% 46
2024
Q2 		$658K Buy
2,797
+1,113
+66% +$265K 0.42% 50
2024
Q1 		$411K Sell
1,684
-6
-0.4% -$1.36K 0.3% 71
2023
Q4 		$373K Buy
1,690
+40
+2% +$8.06K 0.29% 78
2023
Q3 		$322K Buy
1,650
+2
+0.1% +$410 0.29% 79
2023
Q2 		$339K Hold
1,648
– – 0.29% 84
2023
Q1 		$314K Buy
+1,648
New +$313K 0.3% 78

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
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
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Olistico Wealth's VIS Position: Q2 2026 in Review

Olistico Wealth increased its Vanguard Industrials ETF (VIS) stake by 0.07% in Q2 2026, buying an estimated $339 and bringing the position to 1,476 shares worth $532K. The position accounts for 0.23% of the portfolio, ranked #67.

Olistico Wealth first reported a position in VIS in Q1 2023 and has held it in 14 quarters since. The position peaked at $764K in Q4 2025. 88 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Olistico Wealth held 1,476 shares of Vanguard Industrials ETF worth $532K as of Q2 2026.
  • Olistico Wealth bought 1 Vanguard Industrials ETF share in Q2 2026, an estimated $339.
  • Vanguard Industrials ETF made up 0.23% of Olistico Wealth's portfolio in Q2 2026, its #67 holding.
  • Olistico Wealth first reported a position in Vanguard Industrials ETF in Q1 2023 and has held it in 14 quarters since.
  • Olistico Wealth's Vanguard Industrials ETF position peaked at $764K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.