Physician Wealth Advisors
VIS icon

Physician Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Physician Wealth 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
Q3 		$4.81K Hold
15
– – ﹤0.01% 1156
2026
Q2 		$5.41K Buy
+15
New +$5.08K ﹤0.01% 1057

Other funds holding VIS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
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
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.59% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Physician Wealth Advisors's VIS Position: Q3 2026 in Review

Physician Wealth Advisors held its Vanguard Industrials ETF (VIS) position steady in Q3 2026 at 15 shares worth $4.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Physician Wealth Advisors first reported a position in VIS in Q2 2026 and has held it in 2 quarters since. The position peaked at $5.41K in Q2 2026. 367 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • Physician Wealth Advisors held 15 shares of Vanguard Industrials ETF worth $4.81K as of Q3 2026.
  • Physician Wealth Advisors left its Vanguard Industrials ETF share count unchanged in Q3 2026.
  • Vanguard Industrials ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1156 holding.
  • Physician Wealth Advisors first reported a position in Vanguard Industrials ETF in Q2 2026 and has held it in 2 quarters since.
  • Physician Wealth Advisors's Vanguard Industrials ETF position peaked at $5.41K in Q2 2026.
  • 367 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.