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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
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

Other funds holding VIS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Wealth Enhancement Trust Services's VIS Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Vanguard Industrials ETF (VIS) stake by 38% in Q2 2026, buying an estimated $288K and bringing the position to 3,101 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #137.

Wealth Enhancement Trust Services first reported a position in VIS in Q4 2025 and has held it in 3 quarters since. 484 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Wealth Enhancement Trust Services held 3,101 shares of Vanguard Industrials ETF worth $1.12M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 851 Vanguard Industrials ETF shares in Q2 2026, an estimated $288K.
  • Vanguard Industrials ETF made up 0.12% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #137 holding.
  • Wealth Enhancement Trust Services first reported a position in Vanguard Industrials ETF in Q4 2025 and has held it in 3 quarters since.
  • 484 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.