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Sheets Smith Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Sheets Smith Wealth 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 		$3.53M Sell
9,783
-60
-0.6% -$20.3K 0.35% 71
2026
Q1 		$3.07M Sell
9,843
-36
-0.4% -$11.7K 0.35% 70
2025
Q4 		$2.95M Sell
9,879
-25
-0.3% -$7.42K 0.32% 72
2025
Q3 		$2.93M Hold
9,904
– – 0.33% 75
2025
Q2 		$2.77M Buy
9,904
+81
+0.8% +$20.9K 0.32% 74
2025
Q1 		$2.43M Sell
9,823
-69
-0.7% -$17.9K 0.3% 78
2024
Q4 		$2.52M Buy
9,892
+69
+0.7% +$18.4K 0.31% 81
2024
Q3 		$2.55M Sell
9,823
-4,023
-29% -$985K 0.31% 77
2024
Q2 		$3.26M Buy
13,846
+48
+0.3% +$11.4K 0.39% 64
2024
Q1 		$3.37M Buy
+13,798
New +$3.13M 0.38% 67
2023
Q4 		– Sell
-5
Closed -$1.04K – 498
2023
Q3 		$1.04K Buy
+5
New +$1.03K ﹤0.01% 483
2022
Q2 		– Sell
-1,483
Closed -$288K – 349
2022
Q1 		$288K Sell
1,483
-158
-10% -$30.4K 0.04% 285
2021
Q4 		$333K Sell
1,641
-23
-1% -$4.6K 0.04% 294
2021
Q3 		$313K Buy
1,664
+123
+8% +$24.1K 0.04% 294
2021
Q2 		$303K Sell
1,541
-81
-5% -$15.9K 0.04% 299
2021
Q1 		$307K Sell
1,622
-697
-30% -$124K 0.05% 270
2020
Q4 		$394K Sell
2,319
-1,631
-41% -$261K 0.06% 237
2020
Q3 		$572K Buy
+3,950
New +$557K 0.1% 165

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

Sheets Smith Wealth Management's VIS Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Vanguard Industrials ETF (VIS) stake by 0.61% in Q2 2026, selling an estimated $20.3K and leaving 9,783 shares worth $3.53M. The position accounts for 0.35% of the portfolio, ranked #71.

Sheets Smith Wealth Management first reported a position in VIS in Q3 2020 and has held it in 18 quarters since. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Sheets Smith Wealth Management held 9,783 shares of Vanguard Industrials ETF worth $3.53M as of Q2 2026.
  • Sheets Smith Wealth Management sold 60 Vanguard Industrials ETF shares in Q2 2026, an estimated $20.3K.
  • Vanguard Industrials ETF made up 0.35% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Sheets Smith Wealth Management first reported a position in Vanguard Industrials ETF in Q3 2020 and has held it in 18 quarters since.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.