Wealthcare Advisory Partners’s Vanguard Industrials ETF VIS Stock Holding History

Wealthcare Advisory Partners’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	$3.51M	Buy	9,740 +1,131	+13%	+$383K	0.07%	238
2026 Q1	$2.69M	Buy	8,609 +5,856	+213%	+$1.9M	0.05%	302
2025 Q4	$821K	Buy	2,753 +78	+3%	+$23.2K	0.02%	567
2025 Q3	$793K	Hold	2,675	–	–	0.02%	562
2025 Q2	$749K	Buy	2,675 +114	+4%	+$29.4K	0.02%	543
2025 Q1	$634K	Hold	2,561	–	–	0.02%	544
2024 Q4	$651K	Sell	2,561 -12	-0.5%	-$3.19K	0.02%	518
2024 Q3	$669K	Buy	2,573 +61	+2%	+$14.9K	0.02%	503
2024 Q2	$591K	Buy	2,512 +175	+7%	+$41.7K	0.02%	499
2024 Q1	$571K	Buy	2,337 +53	+2%	+$12K	0.02%	514
2023 Q4	$504K	Sell	2,284 -11	-0.5%	-$2.22K	0.02%	487
2023 Q3	$448K	Sell	2,295 -57	-2%	-$11.7K	0.02%	458
2023 Q2	$483K	Buy	2,352 +21	+0.9%	+$4.01K	0.02%	454
2023 Q1	$444K	Sell	2,331 -74	-3%	-$14.1K	0.02%	487
2022 Q4	$439K	Sell	2,405 -26	-1%	-$4.65K	0.02%	451
2022 Q3	$383K	Buy	2,431 +9	+0.4%	+$1.57K	0.02%	429
2022 Q2	$396K	Sell	2,422 -61	-2%	-$10.8K	0.02%	376
2022 Q1	$483K	Buy	2,483 +258	+12%	+$49.6K	0.03%	318
2021 Q4	$452K	Buy	+2,225	New	+$445K	0.03%	330
2021 Q2	–	Sell	-65	Closed	-$12K	–	1822
2021 Q1	$12K	Buy	+65	New	+$11.6K	﹤0.01%	1403
2020 Q2	–	Sell	-94	Closed	-$10K	–	1313
2020 Q1	$10K	Buy	94 +56	+147%	+$7.94K	﹤0.01%	934
2019 Q4	$6K	Hold	38	–	–	﹤0.01%	1081
2019 Q3	$6K	Hold	38	–	–	﹤0.01%	1045
2019 Q2	$6K	Hold	38	–	–	﹤0.01%	1033
2019 Q1	$5K	Hold	38	–	–	﹤0.01%	981
2018 Q4	$5K	Hold	38	–	–	﹤0.01%	951
2018 Q3	$6K	Hold	38	–	–	﹤0.01%	963
2018 Q2	$5K	Hold	38	–	–	﹤0.01%	996
2018 Q1	$5K	Buy	+38	New	+$5.47K	﹤0.01%	838

Other funds holding VIS

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FAP

Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

Wealthcare Advisory Partners's VIS Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Vanguard Industrials ETF (VIS) stake by 13% in Q2 2026, buying an estimated $383K and bringing the position to 9,740 shares worth $3.51M. The position accounts for 0.07% of the portfolio, ranked #238.

Wealthcare Advisory Partners first reported a position in VIS in Q1 2018 and has held it in 29 quarters since. 119 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Wealthcare Advisory Partners held 9,740 shares of Vanguard Industrials ETF worth $3.51M as of Q2 2026.
Wealthcare Advisory Partners bought 1,131 Vanguard Industrials ETF shares in Q2 2026, an estimated $383K.
Vanguard Industrials ETF made up 0.07% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #238 holding.
Wealthcare Advisory Partners first reported a position in Vanguard Industrials ETF in Q1 2018 and has held it in 29 quarters since.
119 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.