Santori & Peters Inc’s Vanguard Industrials ETF VIS Stock Holding History

Santori & Peters Inc’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	$231K	Buy	642 +1	+0.2%	+$339	0.07%	78
2026 Q1	$200K	Buy	+641	New	+$208K	0.06%	78
2019 Q2	–	Sell	-2,674	Closed	-$374K	–	80
2019 Q1	$374K	Buy	2,674 +135	+5%	+$18.3K	0.31%	32
2018 Q4	$305K	Buy	2,539 +36	+1%	+$4.77K	0.27%	50
2018 Q3	$369K	Buy	2,503 +553	+28%	+$79.7K	0.29%	35
2018 Q2	$264K	Buy	1,950 +379	+24%	+$52.9K	0.23%	37
2018 Q1	$218K	Sell	1,571 -141	-8%	-$20.3K	0.2%	49
2017 Q4	$235K	Buy	+1,712	New	+$235K	0.21%	44

Other funds holding VIS

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Santori & Peters Inc's VIS Position: Q2 2026 in Review

Santori & Peters Inc increased its Vanguard Industrials ETF (VIS) stake by 0.16% in Q2 2026, buying an estimated $339 and bringing the position to 642 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #78.

Santori & Peters Inc first reported a position in VIS in Q4 2017 and has held it in 8 quarters since. The position peaked at $374K in Q1 2019. 266 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Santori & Peters Inc held 642 shares of Vanguard Industrials ETF worth $231K as of Q2 2026.
Santori & Peters Inc bought 1 Vanguard Industrials ETF share in Q2 2026, an estimated $339.
Vanguard Industrials ETF made up 0.07% of Santori & Peters Inc's portfolio in Q2 2026, its #78 holding.
Santori & Peters Inc first reported a position in Vanguard Industrials ETF in Q4 2017 and has held it in 8 quarters since.
Santori & Peters Inc's Vanguard Industrials ETF position peaked at $374K in Q1 2019.
266 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Santori & Peters Inc's 13F filing for Q2 2026, filed 24 Jul 2026.