VWA
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VSM Wealth Advisory’s Vanguard Industrials ETF VIS Stock Holding History

VSM Wealth Advisory’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 		$432K Buy
1,199
+93
+8% +$31.5K 0.11% 73
2026
Q1 		$345K Buy
1,106
+46
+4% +$14.9K 0.1% 81
2025
Q4 		$316K Buy
1,060
+968
+1,052% +$287K 0.1% 78
2025
Q3 		$27.3K Hold
92
– – 0.01% 250
2025
Q2 		$25.8K Hold
92
– – 0.01% 281
2025
Q1 		$22.8K Hold
92
– – 0.01% 266
2024
Q4 		$23.4K Buy
+92
New +$24.5K 0.01% 259

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 $1.59B AUM 11.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

VSM Wealth Advisory's VIS Position: Q2 2026 in Review

VSM Wealth Advisory increased its Vanguard Industrials ETF (VIS) stake by 8.4% in Q2 2026, buying an estimated $31.5K and bringing the position to 1,199 shares worth $432K. The position accounts for 0.11% of the portfolio, ranked #73.

VSM Wealth Advisory first reported a position in VIS in Q4 2024 and has held it in 7 quarters since. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • VSM Wealth Advisory held 1,199 shares of Vanguard Industrials ETF worth $432K as of Q2 2026.
  • VSM Wealth Advisory bought 93 Vanguard Industrials ETF shares in Q2 2026, an estimated $31.5K.
  • Vanguard Industrials ETF made up 0.11% of VSM Wealth Advisory's portfolio in Q2 2026, its #73 holding.
  • VSM Wealth Advisory first reported a position in Vanguard Industrials ETF in Q4 2024 and has held it in 7 quarters since.
  • 626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.