Wealth Enhancement Trust Services
VIS icon

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

Wealth Enhancement Trust 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 		$451K Sell
1,407
-1,694
-55% -$580K 0.05% 222
2026
Q2 		$1.12M Buy
3,101
+851
+38% +$288K 0.12% 137
2026
Q1 		$702K Hold
2,250
– – 0.09% 184
2025
Q4 		$671K Buy
+2,250
New +$668K 0.08% 177

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Beacon Capital Management Inc (Ohio)
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Stifel Financial
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CFGSD
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HighTower Advisors
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JP Morgan Chase
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Lido Advisors
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Ameritas Advisory Services
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Wealth Enhancement Trust Services's VIS Position: Q3 2026 in Review

Wealth Enhancement Trust Services reduced its Vanguard Industrials ETF (VIS) stake by 55% in Q3 2026, selling an estimated $580K and leaving 1,407 shares worth $451K. The position accounts for 0.05% of the portfolio, ranked #222.

Wealth Enhancement Trust Services first reported a position in VIS in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.12M in Q2 2026. 496 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • Wealth Enhancement Trust Services held 1,407 shares of Vanguard Industrials ETF worth $451K as of Q3 2026.
  • Wealth Enhancement Trust Services sold 1,694 Vanguard Industrials ETF shares in Q3 2026, an estimated $580K.
  • Vanguard Industrials ETF made up 0.05% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #222 holding.
  • Wealth Enhancement Trust Services first reported a position in Vanguard Industrials ETF in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's Vanguard Industrials ETF position peaked at $1.12M in Q2 2026.
  • 496 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.