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

RBA 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 		$1.23M Sell
3,422
-198
-5% -$67.1K 0.45% 52
2026
Q1 		$1.13M Sell
3,620
-90
-2% -$29.2K 0.41% 51
2025
Q4 		$1.11M Buy
3,710
+27
+0.7% +$8.02K 0.38% 57
2025
Q3 		$1.09M Buy
3,683
+116
+3% +$33.6K 0.38% 57
2025
Q2 		$999K Buy
3,567
+81
+2% +$20.9K 0.37% 58
2025
Q1 		$863K Sell
3,486
-25
-0.7% -$6.47K 0.34% 57
2024
Q4 		$893K Buy
3,511
+216
+7% +$57.5K 0.34% 57
2024
Q3 		$857K Buy
3,295
+90
+3% +$22K 0.33% 55
2024
Q2 		$754K Sell
3,205
-173
-5% -$41.2K 0.3% 57
2024
Q1 		$825K Buy
3,378
+35
+1% +$7.95K 0.33% 57
2023
Q4 		$737K Sell
3,343
-198
-6% -$39.9K 0.32% 57
2023
Q3 		$690K Sell
3,541
-123
-3% -$25.2K 0.33% 57
2023
Q2 		$753K Buy
3,664
+42
+1% +$8.03K 0.35% 56
2023
Q1 		$690K Buy
3,622
+110
+3% +$20.9K 0.34% 57
2022
Q4 		$641K Buy
3,512
+111
+3% +$19.9K 0.34% 57
2022
Q3 		$536K Sell
3,401
-49
-1% -$8.53K 0.31% 58
2022
Q2 		$564K Sell
3,450
-18
-0.5% -$3.19K 0.31% 59
2022
Q1 		$674K Sell
3,468
-20
-0.6% -$3.85K 0.32% 61
2021
Q4 		$708K Buy
+3,488
New +$697K 0.33% 63
2021
Q1 		– Sell
-3,338
Closed -$567K – 274
2020
Q4 		$567K Buy
3,338
+145
+5% +$23.2K 0.34% 72
2020
Q3 		$462K Buy
3,193
+48
+2% +$6.77K 0.31% 76
2020
Q2 		$409K Buy
3,145
+139
+5% +$17K 0.3% 81
2020
Q1 		$332K Buy
+3,006
New +$426K 0.29% 80

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

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

RBA Wealth Management reduced its Vanguard Industrials ETF (VIS) stake by 5.5% in Q2 2026, selling an estimated $67.1K and leaving 3,422 shares worth $1.23M. The position accounts for 0.45% of the portfolio, ranked #52.

RBA Wealth Management first reported a position in VIS in Q1 2020 and has held it in 23 quarters since. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • RBA Wealth Management held 3,422 shares of Vanguard Industrials ETF worth $1.23M as of Q2 2026.
  • RBA Wealth Management sold 198 Vanguard Industrials ETF shares in Q2 2026, an estimated $67.1K.
  • Vanguard Industrials ETF made up 0.45% of RBA Wealth Management's portfolio in Q2 2026, its #52 holding.
  • RBA Wealth Management first reported a position in Vanguard Industrials ETF in Q1 2020 and has held it in 23 quarters since.
  • 621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on RBA Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.