Plante Moran Financial Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Plante Moran Financial 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	$36K	Hold	100	–	–	﹤0.01%	395
2026 Q1	$31.2K	Hold	100	–	–	﹤0.01%	373
2025 Q4	$29.8K	Hold	100	–	–	﹤0.01%	390
2025 Q3	$29.6K	Hold	100	–	–	﹤0.01%	413
2025 Q2	$28K	Buy	+100	New	+$25.8K	﹤0.01%	434
2023 Q4	–	Sell	-7	Closed	-$1.36K	–	891
2023 Q3	$1.36K	Buy	+7	New	+$1.44K	﹤0.01%	678
2020 Q2	–	Sell	-72	Closed	-$8K	–	857
2020 Q1	$8K	Buy	+72	New	+$10.2K	﹤0.01%	526
2017 Q1	–	Sell	-12	Closed	-$1K	–	1037
2016 Q4	$1K	Buy	+12	New	+$1.38K	﹤0.01%	938
2016 Q1	–	Sell	-62	Closed	-$6K	–	1042
2015 Q4	$6K	Buy	+62	New	+$6.34K	﹤0.01%	694

Other funds holding VIS

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 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

Plante Moran Financial Advisors's VIS Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 100 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Plante Moran Financial Advisors first reported a position in VIS in Q4 2015 and has held it in 9 quarters since. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Plante Moran Financial Advisors held 100 shares of Vanguard Industrials ETF worth $36K as of Q2 2026.
Plante Moran Financial Advisors left its Vanguard Industrials ETF share count unchanged in Q2 2026.
Vanguard Industrials ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #395 holding.
Plante Moran Financial Advisors first reported a position in Vanguard Industrials ETF in Q4 2015 and has held it in 9 quarters since.
626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.