Wealth Enhancement Advisory Services’s Vanguard Industrials ETF VIS Stock Holding History

Wealth Enhancement Advisory Services’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	$7.9M	Buy	32,582 +1,050	+3%	+$359K	0.01%	832
2026 Q2	$8.29M	Buy	31,532 +3,777	+14%	+$1.28M	0.01%	760
2026 Q1	$6.86M	Sell	27,755 -10,252	-27%	-$3.33M	0.01%	742
2025 Q4	$12M	Buy	38,007 +2,219	+6%	+$659K	0.02%	637
2025 Q3	$10.6M	Buy	35,788 +4,075	+13%	+$1.18M	0.02%	636
2025 Q2	$9.02M	Buy	31,713 +23,367	+280%	+$6.04M	0.01%	676
2025 Q1	$2.07M	Sell	8,346 -22,235	-73%	-$5.75M	﹤0.01%	1231
2024 Q4	$7.78M	Buy	30,581 +1,193	+4%	+$317K	0.01%	639
2024 Q3	$7.64M	Buy	29,388 +25,782	+715%	+$6.31M	0.02%	596
2024 Q2	$848K	Sell	3,606 -54	-1%	-$12.9K	﹤0.01%	1358
2024 Q1	$894K	Buy	3,660 +181	+5%	+$41.1K	﹤0.01%	1288
2023 Q4	$767K	Sell	3,479 -26,386	-88%	-$5.32M	﹤0.01%	1271
2023 Q3	$5.82M	Buy	+29,865	New	+$6.13M	0.02%	544

Other funds holding VIS

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FFC

First Financial Corp Terre Haute, Indiana $284M AUM 22.27% 1-Year Est. Return

Wealth Enhancement Advisory Services's VIS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard Industrials ETF (VIS) stake by 3.3% in Q3 2026, buying an estimated $359K and bringing the position to 32,582 shares worth $7.9M. The position accounts for 0.01% of the portfolio, ranked #832.

Wealth Enhancement Advisory Services first reported a position in VIS in Q3 2023 and has held it in 13 quarters since. The position peaked at $12M in Q4 2025. 53 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

Wealth Enhancement Advisory Services held 32,582 shares of Vanguard Industrials ETF worth $7.9M as of Q3 2026.
Wealth Enhancement Advisory Services bought 1,050 Vanguard Industrials ETF shares in Q3 2026, an estimated $359K.
Vanguard Industrials ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #832 holding.
Wealth Enhancement Advisory Services first reported a position in Vanguard Industrials ETF in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Vanguard Industrials ETF position peaked at $12M in Q4 2025.
53 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.