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Tranquilli Financial Advisor’s Vanguard Industrials ETF VIS Stock Holding History

Tranquilli Financial Advisor’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 		$4.02M Sell
11,164
-402
-3% -$136K 2.17% 9
2026
Q1 		$3.61M Sell
11,566
-728
-6% -$236K 2.11% 13
2025
Q4 		$3.67M Sell
12,294
-492
-4% -$146K 2.13% 12
2025
Q3 		$3.79M Sell
12,786
-1,156
-8% -$335K 2.24% 12
2025
Q2 		$3.9M Sell
13,942
-6,470
-32% -$1.67M 2.42% 12
2025
Q1 		$5.05M Buy
20,412
+192
+0.9% +$49.7K 3.2% 9
2024
Q4 		$5.14M Sell
20,220
-21
-0.1% -$5.59K 3.26% 10
2024
Q3 		$5.26M Buy
20,241
+170
+0.8% +$41.6K 3.3% 9
2024
Q2 		$4.66M Sell
20,071
-525
-3% -$125K 3.12% 10
2024
Q1 		$5.03M Buy
20,596
+11,857
+136% +$2.69M 3.35% 7
2023
Q4 		$1.93M Sell
8,739
-18,156
-68% -$3.66M 1.36% 19
2023
Q3 		$5.24M Buy
26,895
+16,351
+155% +$3.36M 3.79% 7
2023
Q2 		$2.17M Buy
10,544
+360
+4% +$68.8K 1.53% 15
2023
Q1 		$1.94M Buy
10,184
+1,918
+23% +$364K 1.45% 15
2022
Q4 		$1.51M Buy
+8,266
New +$1.48M 1.15% 13
2022
Q2 		– Sell
-16,579
Closed -$3.22M – 85
2022
Q1 		$3.22M Sell
16,579
-7,576
-31% -$1.46M 2.29% 18
2021
Q4 		$4.9M Buy
24,155
+947
+4% +$189K 3.43% 11
2021
Q3 		$4.36M Buy
23,208
+458
+2% +$89.8K 3.27% 14
2021
Q2 		$4.47M Buy
22,750
+237
+1% +$46.6K 3.36% 12
2021
Q1 		$4.26M Buy
22,513
+313
+1% +$55.7K 3.44% 8
2020
Q4 		$3.77M Buy
+22,200
New +$3.55M 3.43% 11

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

Tranquilli Financial Advisor's VIS Position: Q2 2026 in Review

Tranquilli Financial Advisor reduced its Vanguard Industrials ETF (VIS) stake by 3.5% in Q2 2026, selling an estimated $136K and leaving 11,164 shares worth $4.02M. The position accounts for 2.17% of the portfolio, ranked #9.

Tranquilli Financial Advisor first reported a position in VIS in Q4 2020 and has held it in 21 quarters since. The position peaked at $5.26M in Q3 2024. 623 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Tranquilli Financial Advisor held 11,164 shares of Vanguard Industrials ETF worth $4.02M as of Q2 2026.
  • Tranquilli Financial Advisor sold 402 Vanguard Industrials ETF shares in Q2 2026, an estimated $136K.
  • Vanguard Industrials ETF made up 2.17% of Tranquilli Financial Advisor's portfolio in Q2 2026, its #9 holding.
  • Tranquilli Financial Advisor first reported a position in Vanguard Industrials ETF in Q4 2020 and has held it in 21 quarters since.
  • Tranquilli Financial Advisor's Vanguard Industrials ETF position peaked at $5.26M in Q3 2024.
  • 623 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.