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SJBenen ADVISORY’s Vanguard Industrials ETF VIS Stock Holding History

SJBenen 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
2026
Q2 		$229K Buy
+646
New +$219K 0.13% 33

Other funds holding VIS

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 Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SJBenen ADVISORY's VIS Position: Q2 2026 in Review

SJBenen ADVISORY opened a new position in Vanguard Industrials ETF (VIS) in Q2 2026: 646 shares worth $229K. The stake represents 0.13% of the portfolio and ranks #33 among its holdings.

596 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • SJBenen ADVISORY held 646 shares of Vanguard Industrials ETF worth $229K as of Q2 2026.
  • Vanguard Industrials ETF was a new SJBenen ADVISORY position in Q2 2026.
  • Vanguard Industrials ETF made up 0.13% of SJBenen ADVISORY's portfolio in Q2 2026, its #33 holding.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on SJBenen ADVISORY's 13F filing for Q2 2026, filed 11 Aug 2026.