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

Smith Salley 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	$216K	Buy	+600	New	+$203K	0.01%	265

Other funds holding VIS

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

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

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

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

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

Truist Financial

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

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

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return

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

Smith Salley Wealth Management opened a new position in Vanguard Industrials ETF (VIS) in Q2 2026: 600 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #265 among its holdings.

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

Smith Salley Wealth Management held 600 shares of Vanguard Industrials ETF worth $216K as of Q2 2026.
Vanguard Industrials ETF was a new Smith Salley Wealth Management position in Q2 2026.
Vanguard Industrials ETF made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #265 holding.
208 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.