Turtle Creek Wealth Advisors
VIS icon

Turtle Creek Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Turtle Creek Wealth 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 		$38.1K Hold
119
– – ﹤0.01% 480
2026
Q2 		$42.9K Hold
119
– – ﹤0.01% 486
2026
Q1 		$37.2K Buy
+119
New +$38.6K ﹤0.01% 437

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Raymond James Financial
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Beacon Capital Management Inc (Ohio)
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Stifel Financial
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
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Turtle Creek Wealth Advisors's VIS Position: Q3 2026 in Review

Turtle Creek Wealth Advisors held its Vanguard Industrials ETF (VIS) position steady in Q3 2026 at 119 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Turtle Creek Wealth Advisors first reported a position in VIS in Q1 2026 and has held it in 3 quarters since. The position peaked at $42.9K in Q2 2026. 568 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • Turtle Creek Wealth Advisors held 119 shares of Vanguard Industrials ETF worth $38.1K as of Q3 2026.
  • Turtle Creek Wealth Advisors left its Vanguard Industrials ETF share count unchanged in Q3 2026.
  • Vanguard Industrials ETF made up ﹤0.01% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #480 holding.
  • Turtle Creek Wealth Advisors first reported a position in Vanguard Industrials ETF in Q1 2026 and has held it in 3 quarters since.
  • Turtle Creek Wealth Advisors's Vanguard Industrials ETF position peaked at $42.9K in Q2 2026.
  • 568 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.