Wealth Alliance
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Wealth Alliance’s Vanguard Industrials ETF VIS Stock Holding History

Wealth Alliance’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 		$567K Sell
1,770
-50
-3% -$17.1K 0.05% 285
2026
Q2 		$656K Sell
1,820
-60
-3% -$20.3K 0.05% 262
2026
Q1 		$587K Buy
1,880
+1
+0.1% +$325 0.06% 261
2025
Q4 		$561K Sell
1,879
-4
-0.2% -$1.19K 0.05% 281
2025
Q3 		$558K Sell
1,883
-8
-0.4% -$2.32K 0.06% 280
2025
Q2 		$530K Sell
1,891
-154
-8% -$39.8K 0.06% 279
2025
Q1 		$506K Buy
2,045
+22
+1% +$5.69K 0.06% 273
2024
Q4 		$515K Sell
2,023
-3
-0.1% -$798 0.06% 257
2024
Q3 		$527K Buy
2,026
+5
+0.2% +$1.22K 0.06% 256
2024
Q2 		$475K Sell
2,021
-3
-0.1% -$715 0.06% 259
2024
Q1 		$494K Sell
2,024
-86
-4% -$19.5K 0.06% 271
2023
Q4 		$465K Hold
2,110
– – 0.07% 269
2023
Q3 		$411K Sell
2,110
-31
-1% -$6.36K 0.06% 268
2023
Q2 		$440K Sell
2,141
-242
-10% -$46.3K 0.07% 271
2023
Q1 		$454K Sell
2,383
-22
-0.9% -$4.18K 0.07% 256
2022
Q4 		$439K Sell
2,405
-12
-0.5% -$2.15K 0.08% 256
2022
Q3 		$381K Buy
2,417
+27
+1% +$4.7K 0.08% 268
2022
Q2 		$391K Sell
2,390
-7
-0.3% -$1.24K 0.08% 256
2022
Q1 		$467K Buy
2,397
+19
+0.8% +$3.65K 0.1% 230
2021
Q4 		$483K Sell
2,378
-4
-0.2% -$800 0.1% 229
2021
Q3 		$447K Sell
2,382
-10
-0.4% -$1.96K 0.1% 229
2021
Q2 		$470K Buy
2,392
+337
+16% +$66.2K 0.11% 209
2021
Q1 		$389K Buy
2,055
+343
+20% +$61.1K 0.11% 224
2020
Q4 		$291K Buy
1,712
+101
+6% +$16.2K 0.09% 289
2020
Q3 		$233K Sell
1,611
-20
-1% -$2.82K 0.08% 288
2020
Q2 		$212K Buy
+1,631
New +$199K 0.08% 282

Other funds holding VIS

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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

Wealth Alliance's VIS Position: Q3 2026 in Review

Wealth Alliance reduced its Vanguard Industrials ETF (VIS) stake by 2.7% in Q3 2026, selling an estimated $17.1K and leaving 1,770 shares worth $567K. The position accounts for 0.05% of the portfolio, ranked #285.

Wealth Alliance first reported a position in VIS in Q2 2020 and has held it in 26 quarters since. The position peaked at $656K in Q2 2026. 568 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • Wealth Alliance held 1,770 shares of Vanguard Industrials ETF worth $567K as of Q3 2026.
  • Wealth Alliance sold 50 Vanguard Industrials ETF shares in Q3 2026, an estimated $17.1K.
  • Vanguard Industrials ETF made up 0.05% of Wealth Alliance's portfolio in Q3 2026, its #285 holding.
  • Wealth Alliance first reported a position in Vanguard Industrials ETF in Q2 2020 and has held it in 26 quarters since.
  • Wealth Alliance's Vanguard Industrials ETF position peaked at $656K in Q2 2026.
  • 568 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.