Ridgeline Wealth
VIS icon

Ridgeline Wealth’s Vanguard Industrials ETF VIS Stock Holding History

Ridgeline Wealth’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
Q3 		– Sell
-928
Closed -$334K – 63
2026
Q2 		$334K Buy
+928
New +$314K 0.2% 45

Other funds holding VIS

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Strengthening Families & Communities LLC
Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ridgeline Wealth's VIS Position: Q3 2026 in Review

Ridgeline Wealth sold out of Vanguard Industrials ETF (VIS) in Q3 2026, closing a stake of 928 shares — an estimated $334K sold.

Ridgeline Wealth first reported a position in VIS in Q2 2026 and held it in 1 quarter. The position peaked at $334K in Q2 2026. 198 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • Ridgeline Wealth reported no remaining Vanguard Industrials ETF position as of Q3 2026 after selling out during the quarter.
  • Ridgeline Wealth sold 928 Vanguard Industrials ETF shares in Q3 2026, an estimated $334K.
  • Ridgeline Wealth first reported a position in Vanguard Industrials ETF in Q2 2026 and held it in 1 quarter.
  • Ridgeline Wealth's Vanguard Industrials ETF position peaked at $334K in Q2 2026.
  • 198 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.