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Stonebridge Financial Planning Group’s Vanguard Industrials ETF VIS Stock Holding History

Stonebridge Financial Planning Group’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 		$908K Hold
2,520
– – 0.29% 100
2026
Q1 		$787K Sell
2,520
-75
-3% -$24.4K 0.29% 97
2025
Q4 		$774K Sell
2,595
-30
-1% -$8.91K 0.28% 99
2025
Q3 		$778K Hold
2,625
– – 0.29% 94
2025
Q2 		$735K Hold
2,625
– – 0.31% 90
2025
Q1 		$650K Hold
2,625
– – 0.3% 91
2024
Q4 		$668K Buy
2,625
+100
+4% +$26.6K 0.3% 90
2024
Q3 		$657K Sell
2,525
-170
-6% -$41.6K 0.31% 91
2024
Q2 		$634K Hold
2,695
– – 0.32% 88
2024
Q1 		$658K Hold
2,695
– – 0.35% 81
2023
Q4 		$594K Sell
2,695
-45
-2% -$9.07K 0.34% 79
2023
Q3 		$534K Hold
2,740
– – 0.34% 73
2023
Q2 		$563K Buy
2,740
+175
+7% +$33.5K 0.34% 72
2023
Q1 		$489K Hold
2,565
– – 0.32% 80
2022
Q4 		$468K Hold
2,565
– – 0.31% 81
2022
Q3 		$404K Sell
2,565
-50
-2% -$8.71K 0.28% 84
2022
Q2 		$427K Sell
2,615
-255
-9% -$45.1K 0.29% 78
2022
Q1 		$558K Sell
2,870
-70
-2% -$13.5K 0.31% 69
2021
Q4 		$551K Sell
2,940
-20
-0.7% -$4K 0.29% 69
2021
Q3 		$600K Hold
2,960
– – 0.29% 71
2021
Q2 		$587K Buy
2,960
+695
+31% +$137K 0.31% 66
2021
Q1 		$440K Buy
2,265
+570
+34% +$101K 0.26% 69
2020
Q4 		$288K Buy
1,695
+100
+6% +$16K 0.18% 84
2020
Q3 		$245K Sell
1,595
-150
-9% -$21.2K 0.18% 82
2020
Q2 		$227K Sell
1,745
-350
-17% -$42.7K 0.19% 78
2020
Q1 		$244K Sell
2,095
-100
-5% -$14.2K 0.24% 72
2019
Q4 		$338K Buy
+2,195
New +$330K 0.31% 64

Other funds holding VIS

Bank of America
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
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

Stonebridge Financial Planning Group's VIS Position: Q2 2026 in Review

Stonebridge Financial Planning Group held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 2,520 shares worth $908K. The position accounts for 0.29% of the portfolio, ranked #100.

Stonebridge Financial Planning Group first reported a position in VIS in Q4 2019 and has held it in 27 quarters since. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Stonebridge Financial Planning Group held 2,520 shares of Vanguard Industrials ETF worth $908K as of Q2 2026.
  • Stonebridge Financial Planning Group left its Vanguard Industrials ETF share count unchanged in Q2 2026.
  • Vanguard Industrials ETF made up 0.29% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #100 holding.
  • Stonebridge Financial Planning Group first reported a position in Vanguard Industrials ETF in Q4 2019 and has held it in 27 quarters since.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.