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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

CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CA
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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAP
Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 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. 119 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.
  • 119 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.