VWA
VIS icon

Visionary Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Visionary 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
Q1 		$1M Buy
3,217
+15
+0.5% +$4.87K 0.04% 287
2025
Q4 		$955K Sell
3,202
-357
-10% -$106K 0.04% 285
2025
Q3 		$1.05M Sell
3,559
-628
-15% -$182K 0.05% 264
2025
Q2 		$1.17M Buy
4,187
+182
+5% +$47K 0.06% 252
2025
Q1 		$991K Sell
4,005
-239
-6% -$61.8K 0.06% 258
2024
Q4 		$1.08M Sell
4,244
-8,327
-66% -$2.22M 0.06% 245
2024
Q3 		$3.27M Sell
12,571
-121
-1% -$29.6K 0.2% 120
2024
Q2 		$2.99M Buy
12,692
+146
+1% +$34.8K 0.2% 128
2024
Q1 		$3.06M Sell
12,546
-13,416
-52% -$3.05M 0.21% 122
2023
Q4 		$5.72M Sell
25,962
-36
-0.1% -$7.25K 0.42% 67
2023
Q3 		$5.07M Buy
25,998
+3,003
+13% +$616K 0.41% 70
2023
Q2 		$4.73M Buy
22,995
+3,601
+19% +$688K 0.38% 74
2023
Q1 		$3.69M Buy
19,394
+1,189
+7% +$226K 0.31% 85
2022
Q4 		$3.33M Sell
18,205
-3,522
-16% -$630K 0.31% 87
2022
Q3 		$3.42M Buy
21,727
+955
+5% +$166K 0.36% 74
2022
Q2 		$3.39M Buy
20,772
+2,206
+12% +$390K 0.3% 88
2022
Q1 		$3.61M Buy
+18,566
New +$3.57M 0.29% 92

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Visionary Wealth Advisors's VIS Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Vanguard Industrials ETF (VIS) stake by 0.47% in Q1 2026, buying an estimated $4.87K and bringing the position to 3,217 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #287.

Visionary Wealth Advisors first reported a position in VIS in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.72M in Q4 2023. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Visionary Wealth Advisors held 3,217 shares of Vanguard Industrials ETF worth $1M as of Q1 2026.
  • Visionary Wealth Advisors bought 15 Vanguard Industrials ETF shares in Q1 2026, an estimated $4.87K.
  • Vanguard Industrials ETF made up 0.04% of Visionary Wealth Advisors's portfolio in Q1 2026, its #287 holding.
  • Visionary Wealth Advisors first reported a position in Vanguard Industrials ETF in Q1 2022 and has held it in 17 quarters since.
  • Visionary Wealth Advisors's Vanguard Industrials ETF position peaked at $5.72M in Q4 2023.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.