Spire Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Spire 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	$33.1K	Sell	92 -95	-51%	-$32.2K	﹤0.01%	1289
2026 Q1	$58.2K	Buy	187 +96	+105%	+$31.2K	﹤0.01%	1132
2025 Q4	$27.2K	Hold	91	–	–	﹤0.01%	1366
2025 Q3	$27K	Sell	91 -203	-69%	-$58.8K	﹤0.01%	1428
2025 Q2	$82.3K	Buy	294 +43	+17%	+$11.1K	﹤0.01%	1043
2025 Q1	$62K	Buy	251 +1	+0.4%	+$259	﹤0.01%	1205
2024 Q4	$63.7K	Buy	250 +89	+55%	+$23.7K	﹤0.01%	1194
2024 Q3	$41.9K	Buy	161 +1	+0.6%	+$245	﹤0.01%	1187
2024 Q2	$37.6K	Buy	+160	New	+$38.1K	﹤0.01%	1221
2024 Q1	–	Sell	-160	Closed	-$34.7K	–	2409
2023 Q4	$34.7K	Hold	160	–	–	﹤0.01%	1321
2023 Q3	$31.2K	Hold	160	–	–	﹤0.01%	1347
2023 Q2	$32.9K	Hold	160	–	–	﹤0.01%	1377
2023 Q1	$30.5K	Sell	160 -416	-72%	-$79K	﹤0.01%	1428
2022 Q4	$105K	Buy	576 +359	+165%	+$64.2K	0.01%	726
2022 Q3	$34K	Buy	+217	New	+$37.8K	﹤0.01%	1100
2021 Q2	–	Sell	-474	Closed	-$90K	–	2974
2021 Q1	$90K	Buy	+474	New	+$84.4K	﹤0.01%	1443

Other funds holding VIS

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Spire Wealth Management's VIS Position: Q2 2026 in Review

Spire Wealth Management reduced its Vanguard Industrials ETF (VIS) stake by 51% in Q2 2026, selling an estimated $32.2K and leaving 92 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Spire Wealth Management first reported a position in VIS in Q1 2021 and has held it in 16 quarters since. The position peaked at $105K in Q4 2022. 622 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Spire Wealth Management held 92 shares of Vanguard Industrials ETF worth $33.1K as of Q2 2026.
Spire Wealth Management sold 95 Vanguard Industrials ETF shares in Q2 2026, an estimated $32.2K.
Vanguard Industrials ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1289 holding.
Spire Wealth Management first reported a position in Vanguard Industrials ETF in Q1 2021 and has held it in 16 quarters since.
Spire Wealth Management's Vanguard Industrials ETF position peaked at $105K in Q4 2022.
622 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.