Perennial Investment Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Perennial Investment Advisors’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	$346K	Hold	959	–	–	0.02%	401
2026 Q1	$299K	Hold	959	–	–	0.02%	390
2025 Q4	$286K	Hold	959	–	–	0.02%	387
2025 Q3	$284K	Sell	959 -98	-9%	-$28.4K	0.02%	378
2025 Q2	$296K	Sell	1,057 -88	-8%	-$22.7K	0.03%	349
2025 Q1	$283K	Sell	1,145 -24	-2%	-$6.21K	0.03%	328
2024 Q4	$297K	Buy	1,169 +8	+0.7%	+$2.13K	0.04%	299
2024 Q3	$302K	Sell	1,161 -591	-34%	-$145K	0.04%	286
2024 Q2	$412K	Buy	1,752 +860	+96%	+$205K	0.06%	226
2024 Q1	$218K	Buy	+892	New	+$203K	0.03%	308

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Perennial Investment Advisors's VIS Position: Q2 2026 in Review

Perennial Investment Advisors held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 959 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #401.

Perennial Investment Advisors first reported a position in VIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $412K in Q2 2024. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Perennial Investment Advisors held 959 shares of Vanguard Industrials ETF worth $346K as of Q2 2026.
Perennial Investment Advisors left its Vanguard Industrials ETF share count unchanged in Q2 2026.
Vanguard Industrials ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #401 holding.
Perennial Investment Advisors first reported a position in Vanguard Industrials ETF in Q1 2024 and has held it in 10 quarters since.
Perennial Investment Advisors's Vanguard Industrials ETF position peaked at $412K in Q2 2024.
626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.