RIA
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RPG Investment Advisory’s Vanguard Industrials ETF VIS Stock Holding History

RPG Investment Advisory’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
2025
Q2 		– Sell
-810
Closed -$201K – 100
2025
Q1 		$201K Buy
+810
New +$210K 0.01% 94
2020
Q2 		– Sell
-100
Closed -$11K – 365
2020
Q1 		$11K Sell
100
-40
-29% -$5.67K ﹤0.01% 166
2019
Q4 		$22K Buy
+140
New +$21.1K 0.01% 142

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RPG Investment Advisory's VIS Position: Q2 2025 in Review

RPG Investment Advisory sold out of Vanguard Industrials ETF (VIS) in Q2 2025, closing a stake of 810 shares — an estimated $201K sold.

RPG Investment Advisory first reported a position in VIS in Q4 2019 and held it in 3 quarters. The position peaked at $201K in Q1 2025. 525 funds tracked by Wall St. Rank hold VIS as of Q2 2025.

  • RPG Investment Advisory reported no remaining Vanguard Industrials ETF position as of Q2 2025 after selling out during the quarter.
  • RPG Investment Advisory sold 810 Vanguard Industrials ETF shares in Q2 2025, an estimated $201K.
  • RPG Investment Advisory first reported a position in Vanguard Industrials ETF in Q4 2019 and held it in 3 quarters.
  • RPG Investment Advisory's Vanguard Industrials ETF position peaked at $201K in Q1 2025.
  • 525 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2025.

Based on RPG Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.