Strategic Investment Solutions’s Vanguard Industrials ETF VIS Stock Holding History

Strategic Investment Solutions’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	$9.01K	Sell	25 -254	-91%	-$86.1K	﹤0.01%	449
2026 Q1	$87K	Sell	279 -104	-27%	-$33.8K	0.02%	213
2025 Q4	$114K	Sell	383 -274	-42%	-$81.4K	0.03%	170
2025 Q3	$194K	Sell	657 -120	-15%	-$34.8K	0.05%	135
2025 Q2	$218K	Buy	777 +752	+3,008%	+$194K	0.07%	119
2025 Q1	$6.19K	Hold	25	–	–	﹤0.01%	425
2024 Q4	$6.36K	Hold	25	–	–	﹤0.01%	436
2024 Q3	$6.5K	Hold	25	–	–	﹤0.01%	406
2024 Q2	$4.7K	Buy	+25	New	+$5.96K	﹤0.01%	427
2023 Q4	$5.51K	Sell	25 -1,550	-98%	-$312K	﹤0.01%	852
2023 Q3	$323K	Buy	1,575 +1,550	+6,200%	+$318K	﹤0.01%	452
2023 Q2	$4.66K	Hold	25	–	–	﹤0.01%	663
2023 Q1	$4.76K	Buy	+25	New	+$4.75K	﹤0.01%	762

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 $1.59B AUM 11.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Strategic Investment Solutions's VIS Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Vanguard Industrials ETF (VIS) stake by 91% in Q2 2026, selling an estimated $86.1K and leaving 25 shares worth $9.01K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Strategic Investment Solutions first reported a position in VIS in Q1 2023 and has held it in 13 quarters since. The position peaked at $323K in Q3 2023. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Strategic Investment Solutions held 25 shares of Vanguard Industrials ETF worth $9.01K as of Q2 2026.
Strategic Investment Solutions sold 254 Vanguard Industrials ETF shares in Q2 2026, an estimated $86.1K.
Vanguard Industrials ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #449 holding.
Strategic Investment Solutions first reported a position in Vanguard Industrials ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's Vanguard Industrials ETF position peaked at $323K in Q3 2023.
626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.