Royal Fund Management
VIS icon

Royal Fund Management’s Vanguard Industrials ETF VIS Stock Holding History

Royal Fund Management’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 		$3.28M Buy
10,237
+712
+7% +$244K 0.26% 116
2026
Q2 		$3.43M Buy
9,525
+635
+7% +$215K 0.29% 112
2026
Q1 		$2.79M Buy
8,890
+543
+7% +$176K 0.27% 116
2025
Q4 		$2.51M Buy
8,347
+1,120
+15% +$333K 0.23% 124
2025
Q3 		$2.16M Sell
7,227
-81
-1% -$23.5K 0.26% 114
2025
Q2 		$2.06M Buy
7,308
+141
+2% +$36.4K 0.2% 142
2025
Q1 		$1.8M Sell
7,167
-6,525
-48% -$1.69M 0.2% 142
2024
Q4 		$3.52M Buy
13,692
+828
+6% +$220K 0.33% 97
2024
Q3 		$3.38M Buy
12,864
+7,221
+128% +$1.77M 0.2% 116
2024
Q2 		$1.34M Sell
5,643
-712
-11% -$170K 0.11% 166
2024
Q1 		$1.56M Buy
6,355
+621
+11% +$141K 0.15% 166
2023
Q4 		$1.27M Buy
5,734
+717
+14% +$145K 0.14% 168
2023
Q3 		$978K Buy
5,017
+1,059
+27% +$217K 0.13% 171
2023
Q2 		$814K Buy
3,958
+922
+30% +$176K 0.1% 178
2023
Q1 		$578K Buy
3,036
+1,508
+99% +$286K 0.08% 195
2022
Q4 		$279K Buy
+1,528
New +$273K 0.04% 221
2018
Q3 		– Sell
-16
Closed -$2K – 660
2018
Q2 		$2K Buy
+16
New +$2.23K ﹤0.01% 493

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
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
Founders Grove Wealth Partners
Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

Royal Fund Management's VIS Position: Q3 2026 in Review

Royal Fund Management increased its Vanguard Industrials ETF (VIS) stake by 7.5% in Q3 2026, buying an estimated $244K and bringing the position to 10,237 shares worth $3.28M. The position accounts for 0.26% of the portfolio, ranked #116.

Royal Fund Management first reported a position in VIS in Q2 2018 and has held it in 17 quarters since. The position peaked at $3.52M in Q4 2024. 177 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • Royal Fund Management held 10,237 shares of Vanguard Industrials ETF worth $3.28M as of Q3 2026.
  • Royal Fund Management bought 712 Vanguard Industrials ETF shares in Q3 2026, an estimated $244K.
  • Vanguard Industrials ETF made up 0.26% of Royal Fund Management's portfolio in Q3 2026, its #116 holding.
  • Royal Fund Management first reported a position in Vanguard Industrials ETF in Q2 2018 and has held it in 17 quarters since.
  • Royal Fund Management's Vanguard Industrials ETF position peaked at $3.52M in Q4 2024.
  • 177 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Royal Fund Management's 13F filing for Q3 2026, filed 22 Oct 2026.