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 Q3	$474K	Buy	1,478 +2	+0.1%	+$685	0.2%	72
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%	-$8.82K	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

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

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

CCA

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

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FGWP

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Olistico Wealth's VIS Position: Q3 2026 in Review

Olistico Wealth increased its Vanguard Industrials ETF (VIS) stake by 0.14% in Q3 2026, buying an estimated $685 and bringing the position to 1,478 shares worth $474K. The position accounts for 0.2% of the portfolio, ranked #72.

Olistico Wealth first reported a position in VIS in Q1 2023 and has held it in 15 quarters since. The position peaked at $764K in Q4 2025. 117 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

Olistico Wealth held 1,478 shares of Vanguard Industrials ETF worth $474K as of Q3 2026.
Olistico Wealth bought 2 Vanguard Industrials ETF shares in Q3 2026, an estimated $685.
Vanguard Industrials ETF made up 0.2% of Olistico Wealth's portfolio in Q3 2026, its #72 holding.
Olistico Wealth first reported a position in Vanguard Industrials ETF in Q1 2023 and has held it in 15 quarters since.
Olistico Wealth's Vanguard Industrials ETF position peaked at $764K in Q4 2025.
117 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.