Stonebridge Capital Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Stonebridge Capital Advisors’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 Q3	$226K	Hold	705	–	–	0.01%	199
2026 Q2	$254K	Hold	705	–	–	0.02%	196
2026 Q1	$220K	Hold	705	–	–	0.02%	195
2025 Q4	$210K	Hold	705	–	–	0.01%	204
2025 Q3	$209K	Buy	+705	New	+$204K	0.01%	205
2023 Q2	–	Sell	-59	Closed	-$11.2K	–	1006
2023 Q1	$11.2K	Buy	+59	New	+$11.2K	﹤0.01%	594

Other funds holding VIS

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Stonebridge Capital Advisors's VIS Position: Q3 2026 in Review

Stonebridge Capital Advisors held its Vanguard Industrials ETF (VIS) position steady in Q3 2026 at 705 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #199.

Stonebridge Capital Advisors first reported a position in VIS in Q1 2023 and has held it in 6 quarters since. The position peaked at $254K in Q2 2026. 549 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

Stonebridge Capital Advisors held 705 shares of Vanguard Industrials ETF worth $226K as of Q3 2026.
Stonebridge Capital Advisors left its Vanguard Industrials ETF share count unchanged in Q3 2026.
Vanguard Industrials ETF made up 0.01% of Stonebridge Capital Advisors's portfolio in Q3 2026, its #199 holding.
Stonebridge Capital Advisors first reported a position in Vanguard Industrials ETF in Q1 2023 and has held it in 6 quarters since.
Stonebridge Capital Advisors's Vanguard Industrials ETF position peaked at $254K in Q2 2026.
549 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.