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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
Q2 		$1.24M Buy
3,440
+223
+7% +$75.6K 0.05% 276
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 $1.55T AUM 33.47% 1-Year Est. Return
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

Visionary Wealth Advisors's VIS Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Vanguard Industrials ETF (VIS) stake by 6.9% in Q2 2026, buying an estimated $75.6K and bringing the position to 3,440 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #276.

Visionary Wealth Advisors first reported a position in VIS in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.72M in Q4 2023. 622 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Visionary Wealth Advisors held 3,440 shares of Vanguard Industrials ETF worth $1.24M as of Q2 2026.
  • Visionary Wealth Advisors bought 223 Vanguard Industrials ETF shares in Q2 2026, an estimated $75.6K.
  • Vanguard Industrials ETF made up 0.05% of Visionary Wealth Advisors's portfolio in Q2 2026, its #276 holding.
  • Visionary Wealth Advisors first reported a position in Vanguard Industrials ETF in Q1 2022 and has held it in 18 quarters since.
  • Visionary Wealth Advisors's Vanguard Industrials ETF position peaked at $5.72M in Q4 2023.
  • 622 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.