Valley Wealth Managers’s Vanguard Industrials ETF VIS Stock Holding History

Valley Wealth Managers’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	$24.4K	Buy	+76	New	+$26K	﹤0.01%	253

Other funds holding VIS

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

Valley Wealth Managers's VIS Position: Q3 2026 in Review

Valley Wealth Managers opened a new position in Vanguard Industrials ETF (VIS) in Q3 2026: 76 shares worth $24.4K. The stake represents ﹤0.01% of the portfolio and ranks #253 among its holdings.

177 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

Valley Wealth Managers held 76 shares of Vanguard Industrials ETF worth $24.4K as of Q3 2026.
Vanguard Industrials ETF was a new Valley Wealth Managers position in Q3 2026.
Vanguard Industrials ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #253 holding.
177 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.