Richmond Brothers’s Vanguard Industrials ETF VIS Stock Holding History

Richmond Brothers’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	$3.49M	Sell	9,697 -12,243	-56%	-$4.15M	1.82%	6
2026 Q1	$6.85M	Sell	21,940 -1,064	-5%	-$346K	4.56%	5
2025 Q4	$6.86M	Sell	23,004 -2,465	-10%	-$732K	4.37%	6
2025 Q3	$7.55M	Sell	25,469 -666	-3%	-$193K	4.76%	8
2025 Q2	$7.32M	Sell	26,135 -4,718	-15%	-$1.22M	4.79%	7
2025 Q1	$7.64M	Buy	30,853 +1,323	+4%	+$342K	4.83%	11
2024 Q4	$7.51M	Buy	29,530 +2,424	+9%	+$645K	4.82%	8
2024 Q3	$7.05M	Buy	+27,106	New	+$6.64M	4.35%	5

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

Richmond Brothers's VIS Position: Q2 2026 in Review

Richmond Brothers reduced its Vanguard Industrials ETF (VIS) stake by 56% in Q2 2026, selling an estimated $4.15M and leaving 9,697 shares worth $3.49M. The position accounts for 1.82% of the portfolio, ranked #6.

Richmond Brothers first reported a position in VIS in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.64M in Q1 2025. 624 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Richmond Brothers held 9,697 shares of Vanguard Industrials ETF worth $3.49M as of Q2 2026.
Richmond Brothers sold 12,243 Vanguard Industrials ETF shares in Q2 2026, an estimated $4.15M.
Vanguard Industrials ETF made up 1.82% of Richmond Brothers's portfolio in Q2 2026, its #6 holding.
Richmond Brothers first reported a position in Vanguard Industrials ETF in Q3 2024 and has held it in 8 quarters since.
Richmond Brothers's Vanguard Industrials ETF position peaked at $7.64M in Q1 2025.
624 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Richmond Brothers's 13F filing for Q2 2026, filed 11 Aug 2026.