Oxford Financial Group’s Vanguard Industrials ETF VIS Stock Holding History

Oxford Financial 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 Q1	$534K	Hold	1,710	–	–	0.03%	157
2025 Q4	$510K	Buy	+1,710	New	+$508K	0.03%	143
2022 Q4	–	Sell	-1,141	Closed	-$180K	–	275
2022 Q3	$180K	Sell	1,141 -1,266	-53%	-$220K	0.03%	170
2022 Q2	$393K	Hold	2,407	–	–	0.06%	124
2022 Q1	$468K	Hold	2,407	–	–	0.06%	122
2021 Q4	$489K	Buy	2,407 +1,266	+111%	+$253K	0.06%	127
2021 Q3	$214K	Buy	1,141 +966	+552%	+$189K	0.03%	174
2021 Q2	$34K	Hold	175	–	–	﹤0.01%	202
2021 Q1	$33K	Hold	175	–	–	﹤0.01%	194
2020 Q4	$30K	Hold	175	–	–	﹤0.01%	188
2020 Q3	$25K	Buy	+175	New	+$24.7K	﹤0.01%	177

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Oxford Financial Group's VIS Position: Q1 2026 in Review

Oxford Financial Group held its Vanguard Industrials ETF (VIS) position steady in Q1 2026 at 1,710 shares worth $534K. The position accounts for 0.03% of the portfolio, ranked #157.

Oxford Financial Group first reported a position in VIS in Q3 2020 and has held it in 11 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Oxford Financial Group held 1,710 shares of Vanguard Industrials ETF worth $534K as of Q1 2026.
Oxford Financial Group left its Vanguard Industrials ETF share count unchanged in Q1 2026.
Vanguard Industrials ETF made up 0.03% of Oxford Financial Group's portfolio in Q1 2026, its #157 holding.
Oxford Financial Group first reported a position in Vanguard Industrials ETF in Q3 2020 and has held it in 11 quarters since.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.