UWM
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USAdvisors Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

USAdvisors 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
2025
Q2 		– Sell
-3,823
Closed -$946K – 148
2025
Q1 		$946K Sell
3,823
-19
-0.5% -$4.92K 0.33% 63
2024
Q4 		$978K Buy
3,842
+4
+0.1% +$1.06K 0.32% 66
2024
Q3 		$993K Sell
3,838
-119
-3% -$29.1K 0.35% 63
2024
Q2 		$930K Sell
3,957
-3,017
-43% -$719K 0.33% 62
2024
Q1 		$1.7M Sell
6,974
-176
-2% -$40K 0.64% 49
2023
Q4 		$1.58M Buy
7,150
+177
+3% +$35.7K 0.65% 46
2023
Q3 		$1.36M Buy
6,973
+204
+3% +$41.9K 0.61% 45
2023
Q2 		$1.39M Sell
6,769
-5,876
-46% -$1.12M 0.66% 43
2023
Q1 		$2.41M Buy
12,645
+422
+3% +$80.2K 1.15% 31
2022
Q4 		$2.23M Buy
12,223
+4,574
+60% +$818K 1.08% 31
2022
Q3 		$1.21M Sell
7,649
-125
-2% -$21.8K 0.62% 40
2022
Q2 		$1.27M Buy
7,774
+1,465
+23% +$259K 0.64% 38
2022
Q1 		$1.23M Buy
6,309
+645
+11% +$124K 0.52% 47
2021
Q4 		$1.15M Buy
5,664
+47
+0.8% +$9.39K 0.47% 48
2021
Q3 		$1.05M Buy
5,617
+90
+2% +$17.7K 0.46% 52
2021
Q2 		$1.08M Sell
5,527
-102
-2% -$20.1K 0.59% 44
2021
Q1 		$1.06M Sell
5,629
-3,386
-38% -$603K 0.52% 46
2020
Q4 		$1.53M Buy
9,015
+310
+4% +$49.6K 0.74% 34
2020
Q3 		$1.26M Sell
8,705
-253
-3% -$35.7K 0.2% 35
2020
Q2 		$1.16M Sell
8,958
-380
-4% -$46.4K 0.62% 35
2020
Q1 		$1.03M Buy
+9,338
New +$1.32M 0.64% 35

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

USAdvisors Wealth Management's VIS Position: Q2 2025 in Review

USAdvisors Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q2 2025, closing a stake of 3,823 shares — an estimated $946K sold.

USAdvisors Wealth Management first reported a position in VIS in Q1 2020 and held it in 21 quarters. The position peaked at $2.41M in Q1 2023. 524 funds tracked by Wall St. Rank hold VIS as of Q2 2025.

  • USAdvisors Wealth Management reported no remaining Vanguard Industrials ETF position as of Q2 2025 after selling out during the quarter.
  • USAdvisors Wealth Management sold 3,823 Vanguard Industrials ETF shares in Q2 2025, an estimated $946K.
  • USAdvisors Wealth Management first reported a position in Vanguard Industrials ETF in Q1 2020 and held it in 21 quarters.
  • USAdvisors Wealth Management's Vanguard Industrials ETF position peaked at $2.41M in Q1 2023.
  • 524 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2025.

Based on USAdvisors Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.