VestGen Advisors
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VestGen Advisors’s Vanguard Industrials ETF VIS Stock Holding History

VestGen 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 		– Sell
-1,109
Closed -$400K – 1208
2026
Q2 		$400K Hold
1,109
– – 0.01% 744
2026
Q1 		$377K Buy
+1,109
New +$360K 0.01% 756

Other funds holding VIS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.59% 1-Year Est. Return

VestGen Advisors's VIS Position: Q3 2026 in Review

VestGen Advisors sold out of Vanguard Industrials ETF (VIS) in Q3 2026, closing a stake of 1,109 shares — an estimated $400K sold.

VestGen Advisors first reported a position in VIS in Q1 2026 and held it in 2 quarters. The position peaked at $400K in Q2 2026. 406 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • VestGen Advisors reported no remaining Vanguard Industrials ETF position as of Q3 2026 after selling out during the quarter.
  • VestGen Advisors sold 1,109 Vanguard Industrials ETF shares in Q3 2026, an estimated $400K.
  • VestGen Advisors first reported a position in Vanguard Industrials ETF in Q1 2026 and held it in 2 quarters.
  • VestGen Advisors's Vanguard Industrials ETF position peaked at $400K in Q2 2026.
  • 406 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.