Visionary Wealth Advisors
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
Q3 		$1.19M Buy
3,704
+264
+8% +$90.4K 0.05% 284
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% -$7.26K 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 		$3.32M 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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Visionary Wealth Advisors's VIS Position: Q3 2026 in Review

Visionary Wealth Advisors increased its Vanguard Industrials ETF (VIS) stake by 7.7% in Q3 2026, buying an estimated $90.4K and bringing the position to 3,704 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #284.

Visionary Wealth Advisors first reported a position in VIS in Q1 2022 and has held it in 19 quarters since. The position peaked at $5.72M in Q4 2023. 496 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • Visionary Wealth Advisors held 3,704 shares of Vanguard Industrials ETF worth $1.19M as of Q3 2026.
  • Visionary Wealth Advisors bought 264 Vanguard Industrials ETF shares in Q3 2026, an estimated $90.4K.
  • Vanguard Industrials ETF made up 0.05% of Visionary Wealth Advisors's portfolio in Q3 2026, its #284 holding.
  • Visionary Wealth Advisors first reported a position in Vanguard Industrials ETF in Q1 2022 and has held it in 19 quarters since.
  • Visionary Wealth Advisors's Vanguard Industrials ETF position peaked at $5.72M in Q4 2023.
  • 496 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.