PAG
VIS icon

Paladin Advisory Group’s Vanguard Industrials ETF VIS Stock Holding History

Paladin Advisory 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 		$66K Sell
183
-21
-10% -$7.12K 0.04% 145
2026
Q1 		$63.7K Hold
204
– – 0.05% 141
2025
Q4 		$60.9K Hold
204
– – 0.04% 141
2025
Q3 		$60.4K Buy
+204
New +$59.1K 0.05% 134

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

Paladin Advisory Group's VIS Position: Q2 2026 in Review

Paladin Advisory Group reduced its Vanguard Industrials ETF (VIS) stake by 10% in Q2 2026, selling an estimated $7.12K and leaving 183 shares worth $66K. The position accounts for 0.04% of the portfolio, ranked #145.

Paladin Advisory Group first reported a position in VIS in Q3 2025 and has held it in 4 quarters since. 623 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Paladin Advisory Group held 183 shares of Vanguard Industrials ETF worth $66K as of Q2 2026.
  • Paladin Advisory Group sold 21 Vanguard Industrials ETF shares in Q2 2026, an estimated $7.12K.
  • Vanguard Industrials ETF made up 0.04% of Paladin Advisory Group's portfolio in Q2 2026, its #145 holding.
  • Paladin Advisory Group first reported a position in Vanguard Industrials ETF in Q3 2025 and has held it in 4 quarters since.
  • 623 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.