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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
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

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

Royal Fund Management's VIS Position: Q2 2026 in Review

Royal Fund Management increased its Vanguard Industrials ETF (VIS) stake by 7.1% in Q2 2026, buying an estimated $215K and bringing the position to 9,525 shares worth $3.43M. The position accounts for 0.29% of the portfolio, ranked #112.

Royal Fund Management first reported a position in VIS in Q2 2018 and has held it in 16 quarters since. The position peaked at $3.52M in Q4 2024. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Royal Fund Management held 9,525 shares of Vanguard Industrials ETF worth $3.43M as of Q2 2026.
  • Royal Fund Management bought 635 Vanguard Industrials ETF shares in Q2 2026, an estimated $215K.
  • Vanguard Industrials ETF made up 0.29% of Royal Fund Management's portfolio in Q2 2026, its #112 holding.
  • Royal Fund Management first reported a position in Vanguard Industrials ETF in Q2 2018 and has held it in 16 quarters since.
  • Royal Fund Management's Vanguard Industrials ETF position peaked at $3.52M in Q4 2024.
  • 621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.