QWM
VIS icon

Quaker Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Quaker Wealth Management’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 		$5.74M Buy
15,916
+8
+0.1% +$2.71K 1.67% 19
2026
Q1 		$4.97M Buy
15,908
+382
+2% +$124K 1.55% 19
2025
Q4 		$4.63M Buy
15,526
+321
+2% +$95.3K 1.47% 19
2025
Q3 		$4.51M Sell
15,205
-193
-1% -$55.9K 1.47% 18
2025
Q2 		$4.31M Buy
+15,398
New +$3.98M 1.44% 19
2022
Q3 		– Sell
-2,274
Closed -$371K – 49
2022
Q2 		$371K Sell
2,274
-910
-29% -$161K 0.19% 28
2022
Q1 		$619K Sell
3,184
-698
-18% -$134K 0.27% 27
2021
Q4 		$788K Sell
3,882
-22,670
-85% -$4.53M 0.34% 25
2021
Q3 		$4.99M Buy
+26,552
New +$5.21M 5.72% 7
2021
Q1 		$4.82M Buy
25,473
+938
+4% +$167K 2.24% 14
2020
Q4 		$4.17M Buy
24,535
+385
+2% +$61.6K 2.19% 14
2020
Q3 		$3.5M Buy
24,150
+13,261
+122% +$1.87M 1.88% 15
2020
Q2 		$1.42M Buy
+10,889
New +$1.33M 0.84% 17

Other funds holding VIS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

Quaker Wealth Management's VIS Position: Q2 2026 in Review

Quaker Wealth Management increased its Vanguard Industrials ETF (VIS) stake by 0.05% in Q2 2026, buying an estimated $2.71K and bringing the position to 15,916 shares worth $5.74M. The position accounts for 1.67% of the portfolio, ranked #19.

Quaker Wealth Management first reported a position in VIS in Q2 2020 and has held it in 13 quarters since. 282 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Quaker Wealth Management held 15,916 shares of Vanguard Industrials ETF worth $5.74M as of Q2 2026.
  • Quaker Wealth Management bought 8 Vanguard Industrials ETF shares in Q2 2026, an estimated $2.71K.
  • Vanguard Industrials ETF made up 1.67% of Quaker Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Quaker Wealth Management first reported a position in Vanguard Industrials ETF in Q2 2020 and has held it in 13 quarters since.
  • 282 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.