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 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 $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Retirement Planning Group (Kansas)'s VIS Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Vanguard Industrials ETF (VIS) stake by 85% in Q1 2026, selling an estimated $4.32M and leaving 2,412 shares worth $753K. The position accounts for 0.02% of the portfolio, ranked #234.

Retirement Planning Group (Kansas) first reported a position in VIS in Q2 2023 and has held it in 7 quarters since. The position peaked at $4.69M in Q4 2025. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Retirement Planning Group (Kansas) held 2,412 shares of Vanguard Industrials ETF worth $753K as of Q1 2026.
Retirement Planning Group (Kansas) sold 13,305 Vanguard Industrials ETF shares in Q1 2026, an estimated $4.32M.
Vanguard Industrials ETF made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #234 holding.
Retirement Planning Group (Kansas) first reported a position in Vanguard Industrials ETF in Q2 2023 and has held it in 7 quarters since.
Retirement Planning Group (Kansas)'s Vanguard Industrials ETF position peaked at $4.69M in Q4 2025.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.