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 Q3	$1.07M	Sell	3,339 -6,401	-66%	-$2.19M	0.02%	525
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	+$5.48K	﹤0.01%	838

Other funds holding VIS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.59% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Wealthcare Advisory Partners's VIS Position: Q3 2026 in Review

Wealthcare Advisory Partners reduced its Vanguard Industrials ETF (VIS) stake by 66% in Q3 2026, selling an estimated $2.19M and leaving 3,339 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #525.

Wealthcare Advisory Partners first reported a position in VIS in Q1 2018 and has held it in 30 quarters since. The position peaked at $3.51M in Q2 2026. 367 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

Wealthcare Advisory Partners held 3,339 shares of Vanguard Industrials ETF worth $1.07M as of Q3 2026.
Wealthcare Advisory Partners sold 6,401 Vanguard Industrials ETF shares in Q3 2026, an estimated $2.19M.
Vanguard Industrials ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #525 holding.
Wealthcare Advisory Partners first reported a position in Vanguard Industrials ETF in Q1 2018 and has held it in 30 quarters since.
Wealthcare Advisory Partners's Vanguard Industrials ETF position peaked at $3.51M in Q2 2026.
367 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.