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Roxbury Financial’s Vanguard Industrials ETF VIS Stock Holding History

Roxbury Financial’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 		$47K Buy
131
+1
+0.8% +$339 0.04% 206
2026
Q1 		$40.7K Hold
130
– – 0.04% 205
2025
Q4 		$38.8K Hold
130
– – 0.03% 206
2025
Q3 		$38.4K Buy
130
+1
+0.8% +$290 0.04% 201
2025
Q2 		$36.2K Hold
129
– – 0.04% 204
2025
Q1 		$33.4K Buy
129
+1
+0.8% +$259 0.03% 197
2024
Q4 		$35.8K Buy
+128
New +$34.1K 0.03% 195

Other funds holding VIS

CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAP
Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

Roxbury Financial's VIS Position: Q2 2026 in Review

Roxbury Financial increased its Vanguard Industrials ETF (VIS) stake by 0.77% in Q2 2026, buying an estimated $339 and bringing the position to 131 shares worth $47K. The position accounts for 0.04% of the portfolio, ranked #206.

Roxbury Financial first reported a position in VIS in Q4 2024 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Roxbury Financial held 131 shares of Vanguard Industrials ETF worth $47K as of Q2 2026.
  • Roxbury Financial bought 1 Vanguard Industrials ETF share in Q2 2026, an estimated $339.
  • Vanguard Industrials ETF made up 0.04% of Roxbury Financial's portfolio in Q2 2026, its #206 holding.
  • Roxbury Financial first reported a position in Vanguard Industrials ETF in Q4 2024 and has held it in 7 quarters since.
  • 119 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.