Retirement Planning Group (Kansas)’s Vanguard Industrials ETF VIS Stock Holding History

Retirement Planning Group (Kansas)’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	$948K	Buy	2,631 +219	+9%	+$74.2K	0.02%	240
2026 Q1	$753K	Sell	2,412 -13,305	-85%	-$4.32M	0.02%	234
2025 Q4	$4.69M	Buy	15,717 +13,412	+582%	+$3.98M	0.15%	61
2025 Q3	$683K	Buy	2,305 +1,194	+107%	+$346K	0.02%	224
2025 Q2	$311K	Sell	1,111 -369	-25%	-$95.3K	0.01%	257
2025 Q1	$366K	Buy	+1,480	New	+$383K	0.02%	227
2023 Q4	–	Sell	-2,646	Closed	-$516K	–	196
2023 Q3	$516K	Buy	2,646 +13	+0.5%	+$2.67K	0.05%	97
2023 Q2	$541K	Buy	+2,633	New	+$503K	0.05%	99

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

Retirement Planning Group (Kansas)'s VIS Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Vanguard Industrials ETF (VIS) stake by 9.1% in Q2 2026, buying an estimated $74.2K and bringing the position to 2,631 shares worth $948K. The position accounts for 0.02% of the portfolio, ranked #240.

Retirement Planning Group (Kansas) first reported a position in VIS in Q2 2023 and has held it in 8 quarters since. The position peaked at $4.69M in Q4 2025. 625 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Retirement Planning Group (Kansas) held 2,631 shares of Vanguard Industrials ETF worth $948K as of Q2 2026.
Retirement Planning Group (Kansas) bought 219 Vanguard Industrials ETF shares in Q2 2026, an estimated $74.2K.
Vanguard Industrials ETF made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #240 holding.
Retirement Planning Group (Kansas) first reported a position in Vanguard Industrials ETF in Q2 2023 and has held it in 8 quarters since.
Retirement Planning Group (Kansas)'s Vanguard Industrials ETF position peaked at $4.69M in Q4 2025.
625 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.