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Vision Retirement’s Vanguard Industrials ETF VIS Stock Holding History

Vision Retirement’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 		$130K Hold
360
– – 0.03% 160
2026
Q1 		$112K Hold
360
– – 0.03% 155
2025
Q4 		$107K Buy
+360
New +$107K 0.03% 162

Other funds holding VIS

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vision Retirement's VIS Position: Q2 2026 in Review

Vision Retirement held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 360 shares worth $130K. The position accounts for 0.03% of the portfolio, ranked #160.

Vision Retirement first reported a position in VIS in Q4 2025 and has held it in 3 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Vision Retirement held 360 shares of Vanguard Industrials ETF worth $130K as of Q2 2026.
  • Vision Retirement left its Vanguard Industrials ETF share count unchanged in Q2 2026.
  • Vanguard Industrials ETF made up 0.03% of Vision Retirement's portfolio in Q2 2026, its #160 holding.
  • Vision Retirement first reported a position in Vanguard Industrials ETF in Q4 2025 and has held it in 3 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.