Western Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Western Wealth Management’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	$1.37M	Buy	3,800 +19	+0.5%	+$6.44K	0.04%	386
2026 Q1	$1.18M	Buy	3,781 +53	+1%	+$17.2K	0.04%	393
2025 Q4	$1.11M	Buy	3,728 +213	+6%	+$63.2K	0.05%	318
2025 Q3	$1.04M	Sell	3,515 -200	-5%	-$58K	0.05%	299
2025 Q2	$1.04M	Hold	3,715	–	–	0.06%	267
2025 Q1	$920K	Hold	3,715	–	–	0.06%	273
2024 Q4	$945K	Hold	3,715	–	–	0.05%	326
2024 Q3	$966K	Buy	3,715 +28	+0.8%	+$6.86K	0.06%	323
2024 Q2	$867K	Buy	3,687 +14	+0.4%	+$3.33K	0.06%	253
2024 Q1	$897K	Sell	3,673 -241	-6%	-$54.7K	0.07%	245
2023 Q4	$863K	Buy	3,914 +4	+0.1%	+$806	0.06%	302
2023 Q3	$762K	Buy	3,910 +42	+1%	+$8.62K	0.06%	304
2023 Q2	$795K	Sell	3,868 -120	-3%	-$22.9K	0.07%	279
2023 Q1	$760K	Buy	3,988 +161	+4%	+$30.6K	0.07%	281
2022 Q4	$699K	Sell	3,827 -3,495	-48%	-$625K	0.07%	286
2022 Q3	$1.16M	Buy	7,322 +66	+0.9%	+$11.5K	0.07%	276
2022 Q2	$1.19M	Hold	7,256	–	–	0.07%	267
2022 Q1	$1.41M	Buy	7,256 +4,091	+129%	+$787K	0.07%	266
2021 Q4	$640K	Buy	+3,165	New	+$633K	0.06%	281
2021 Q2	$472K	Buy	2,391 +349	+17%	+$68.6K	0.05%	368
2021 Q1	$387K	Buy	2,042 +508	+33%	+$90.4K	0.05%	342
2020 Q4	$261K	Buy	1,534 +32	+2%	+$5.12K	0.04%	381
2020 Q3	$218K	Sell	1,502 -273	-15%	-$38.5K	0.04%	396
2020 Q2	$230K	Buy	+1,775	New	+$217K	0.04%	366
2020 Q1	–	Sell	-1,897	Closed	-$292K	–	425
2019 Q4	$292K	Sell	1,897 -33	-2%	-$4.96K	0.04%	315
2019 Q3	$283K	Buy	1,930 +118	+7%	+$17.1K	0.06%	303
2019 Q2	$264K	Sell	1,812 -457	-20%	-$65.2K	0.03%	334
2019 Q1	$316K	Buy	2,269 +106	+5%	+$14.3K	0.07%	275
2018 Q4	$260K	Buy	+2,163	New	+$287K	0.07%	275

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 $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Western Wealth Management's VIS Position: Q2 2026 in Review

Western Wealth Management increased its Vanguard Industrials ETF (VIS) stake by 0.5% in Q2 2026, buying an estimated $6.44K and bringing the position to 3,800 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #386.

Western Wealth Management first reported a position in VIS in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.41M in Q1 2022. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Western Wealth Management held 3,800 shares of Vanguard Industrials ETF worth $1.37M as of Q2 2026.
Western Wealth Management bought 19 Vanguard Industrials ETF shares in Q2 2026, an estimated $6.44K.
Vanguard Industrials ETF made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #386 holding.
Western Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2018 and has held it in 29 quarters since.
Western Wealth Management's Vanguard Industrials ETF position peaked at $1.41M in Q1 2022.
621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.