WESPAC Advisors’s Vanguard Industrials ETF VIS Stock Holding History

WESPAC Advisors’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	$463K	Hold	1,445	–	–	0.23%	121
2026 Q2	$521K	Hold	1,445	–	–	0.25%	110
2026 Q1	$451K	Hold	1,445	–	–	0.25%	114
2025 Q4	$431K	Sell	1,445 -802	-36%	-$238K	0.23%	113
2025 Q3	$666K	Sell	2,247 -2,570	-53%	-$745K	0.39%	96
2025 Q2	$1.35M	Buy	+4,817	New	+$1.24M	0.94%	26
2014 Q3	–	Sell	-8,612	Closed	-$898K	–	143
2014 Q2	$898K	Sell	8,612 -625	-7%	-$64K	1.02%	34
2014 Q1	$929K	Sell	9,237 -653	-7%	-$64.4K	0.8%	47
2013 Q4	$989K	Sell	9,890 -2,085	-17%	-$197K	0.82%	44
2013 Q3	$1.07M	Buy	11,975 +1,740	+17%	+$151K	1.25%	27
2013 Q2	$835K	Buy	+10,235	New	+$827K	1.27%	29

Other funds holding VIS

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

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

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

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

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

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

WESPAC Advisors's VIS Position: Q3 2026 in Review

WESPAC Advisors held its Vanguard Industrials ETF (VIS) position steady in Q3 2026 at 1,445 shares worth $463K. The position accounts for 0.23% of the portfolio, ranked #121.

WESPAC Advisors first reported a position in VIS in Q2 2013 and has held it in 11 quarters since. The position peaked at $1.35M in Q2 2025. 249 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

WESPAC Advisors held 1,445 shares of Vanguard Industrials ETF worth $463K as of Q3 2026.
WESPAC Advisors left its Vanguard Industrials ETF share count unchanged in Q3 2026.
Vanguard Industrials ETF made up 0.23% of WESPAC Advisors's portfolio in Q3 2026, its #121 holding.
WESPAC Advisors first reported a position in Vanguard Industrials ETF in Q2 2013 and has held it in 11 quarters since.
WESPAC Advisors's Vanguard Industrials ETF position peaked at $1.35M in Q2 2025.
249 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.