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Tower View Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Tower View 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 		$2.94K Hold
8
– – ﹤0.01% 193
2026
Q1 		$2.54K Hold
8
– – ﹤0.01% 192
2025
Q4 		$2.42K Hold
8
– – ﹤0.01% 168
2025
Q3 		$2.4K Hold
8
– – ﹤0.01% 167
2025
Q2 		$2.26K Hold
8
– – ﹤0.01% 186
2025
Q1 		$1.99K Hold
8
– – ﹤0.01% 177
2024
Q4 		$2.04K Hold
8
– – ﹤0.01% 179
2024
Q3 		$2.08K Hold
8
– – ﹤0.01% 185
2024
Q2 		$1.88K Hold
8
– – ﹤0.01% 176
2024
Q1 		$1.95K Buy
+8
New +$1.82K ﹤0.01% 185

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

Tower View Wealth Management's VIS Position: Q2 2026 in Review

Tower View Wealth Management held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 8 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Tower View Wealth Management first reported a position in VIS in Q1 2024 and has held it in 10 quarters since. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Tower View Wealth Management held 8 shares of Vanguard Industrials ETF worth $2.94K as of Q2 2026.
  • Tower View Wealth Management left its Vanguard Industrials ETF share count unchanged in Q2 2026.
  • Vanguard Industrials ETF made up ﹤0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Tower View Wealth Management first reported a position in Vanguard Industrials ETF in Q1 2024 and has held it in 10 quarters since.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.