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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
Q2 		$334K Buy
+928
New +$314K 0.2% 45

Other funds holding VIS

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Ridgeline Wealth's VIS Position: Q2 2026 in Review

Ridgeline Wealth opened a new position in Vanguard Industrials ETF (VIS) in Q2 2026: 928 shares worth $334K. The stake represents 0.2% of the portfolio and ranks #45 among its holdings.

621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Ridgeline Wealth held 928 shares of Vanguard Industrials ETF worth $334K as of Q2 2026.
  • Vanguard Industrials ETF was a new Ridgeline Wealth position in Q2 2026.
  • Vanguard Industrials ETF made up 0.2% of Ridgeline Wealth's portfolio in Q2 2026, its #45 holding.
  • 621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Ridgeline Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.