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Waverly Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Waverly 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 		$316K Buy
876
+31
+4% +$10.5K ﹤0.01% 1389
2026
Q1 		$264K Buy
845
+74
+10% +$24K ﹤0.01% 1371
2025
Q4 		$230K Buy
+771
New +$229K ﹤0.01% 1332
2014
Q1 		– Sell
-913
Closed -$91K – 834
2013
Q4 		$91K Hold
913
– – 0.03% 250
2013
Q3 		$82K Buy
+913
New +$79.1K 0.04% 178

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

Waverly Advisors's VIS Position: Q2 2026 in Review

Waverly Advisors increased its Vanguard Industrials ETF (VIS) stake by 3.7% in Q2 2026, buying an estimated $10.5K and bringing the position to 876 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Waverly Advisors first reported a position in VIS in Q3 2013 and has held it in 5 quarters since. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Waverly Advisors held 876 shares of Vanguard Industrials ETF worth $316K as of Q2 2026.
  • Waverly Advisors bought 31 Vanguard Industrials ETF shares in Q2 2026, an estimated $10.5K.
  • Vanguard Industrials ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1389 holding.
  • Waverly Advisors first reported a position in Vanguard Industrials ETF in Q3 2013 and has held it in 5 quarters since.
  • 626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.