Wealthspire Advisors (New York)’s Vanguard Industrials ETF VIS Stock Holding History

Wealthspire Advisors (New York)’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	$2.03M	Buy	5,628 +174	+3%	+$59K	0.01%	415
2026 Q1	$1.7M	Buy	5,454 +4,498	+471%	+$1.46M	0.01%	310
2025 Q4	$285K	Sell	956 -93	-9%	-$27.6K	﹤0.01%	818
2025 Q3	$311K	Sell	1,049 -12	-1%	-$3.48K	﹤0.01%	651
2025 Q2	$297K	Buy	+1,061	New	+$274K	﹤0.01%	669
2025 Q1	–	Sell	-987	Closed	-$251K	–	830
2024 Q4	$251K	Sell	987 -7	-0.7%	-$1.86K	﹤0.01%	683
2024 Q3	$259K	Buy	+994	New	+$243K	﹤0.01%	654

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCMIO

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Wealthspire Advisors (New York)'s VIS Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Industrials ETF (VIS) stake by 3.2% in Q2 2026, buying an estimated $59K and bringing the position to 5,628 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #415.

Wealthspire Advisors (New York) first reported a position in VIS in Q3 2024 and has held it in 7 quarters since. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Wealthspire Advisors (New York) held 5,628 shares of Vanguard Industrials ETF worth $2.03M as of Q2 2026.
Wealthspire Advisors (New York) bought 174 Vanguard Industrials ETF shares in Q2 2026, an estimated $59K.
Vanguard Industrials ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #415 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Industrials ETF in Q3 2024 and has held it in 7 quarters since.
626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.