Regent Peak Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Regent Peak 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 Q2	$360K	Hold	1,000	–	–	0.07%	129
2026 Q1	$312K	Hold	1,000	–	–	0.06%	138
2025 Q4	$298K	Hold	1,000	–	–	0.06%	138
2025 Q3	$296K	Buy	+1,000	New	+$290K	0.06%	134
2025 Q1	$248K	Hold	1,000	–	–	0.06%	140
2024 Q4	$254K	Hold	1,000	–	–	0.06%	139
2024 Q3	$260K	Hold	1,000	–	–	0.06%	138
2024 Q2	$235K	Hold	1,000	–	–	0.05%	142
2024 Q1	$244K	Hold	1,000	–	–	0.06%	136
2023 Q4	$220K	Buy	+1,000	New	+$202K	0.06%	145
2023 Q3	–	Sell	-1,000	Closed	-$206K	–	167
2023 Q2	$206K	Sell	1,000 -72	-7%	-$13.8K	0.06%	147
2023 Q1	$204K	Buy	+1,072	New	+$204K	0.06%	150
2022 Q2	–	Sell	-1,072	Closed	-$208K	–	176
2022 Q1	$208K	Hold	1,072	–	–	0.06%	159
2021 Q4	$218K	Hold	1,072	–	–	0.06%	156
2021 Q3	$201K	Hold	1,072	–	–	0.06%	165
2021 Q2	$212K	Hold	1,072	–	–	0.06%	161
2021 Q1	$202K	Hold	1,072	–	–	0.07%	152
2020 Q4	$182K	Buy	+1,072	New	+$172K	0.06%	148
2020 Q1	–	Sell	-1,658	Closed	-$255K	–	128
2019 Q4	$255K	Buy	+1,658	New	+$249K	0.12%	110

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 $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Regent Peak Wealth Advisors's VIS Position: Q2 2026 in Review

Regent Peak Wealth Advisors held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 1,000 shares worth $360K. The position accounts for 0.07% of the portfolio, ranked #129.

Regent Peak Wealth Advisors first reported a position in VIS in Q4 2019 and has held it in 19 quarters since. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Regent Peak Wealth Advisors held 1,000 shares of Vanguard Industrials ETF worth $360K as of Q2 2026.
Regent Peak Wealth Advisors left its Vanguard Industrials ETF share count unchanged in Q2 2026.
Vanguard Industrials ETF made up 0.07% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #129 holding.
Regent Peak Wealth Advisors first reported a position in Vanguard Industrials ETF in Q4 2019 and has held it in 19 quarters since.
621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.