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Winch Advisory Services’s Vanguard Industrials ETF VIS Stock Holding History

Winch Advisory Services’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 		$403K Buy
1,118
+2
+0.2% +$678 0.08% 84
2026
Q1 		$348K Buy
1,116
+3
+0.3% +$974 0.08% 85
2025
Q4 		$332K Buy
1,113
+3
+0.3% +$891 0.07% 86
2025
Q3 		$329K Buy
1,110
+3
+0.3% +$869 0.07% 86
2025
Q2 		$310K Buy
1,107
+3
+0.3% +$775 0.08% 83
2025
Q1 		$273K Buy
1,104
+3
+0.3% +$776 0.07% 81
2024
Q4 		$280K Buy
1,101
+7
+0.6% +$1.86K 0.07% 80
2024
Q3 		$284K Buy
1,094
+4
+0.4% +$979 0.08% 77
2024
Q2 		$256K Hold
1,090
– – 0.07% 78
2024
Q1 		$266K Buy
1,090
+3
+0.3% +$681 0.08% 73
2023
Q4 		$240K Buy
1,087
+9
+0.8% +$1.81K 0.08% 74
2023
Q3 		$210K Sell
1,078
-79
-7% -$16.2K 0.08% 73
2023
Q2 		$238K Hold
1,157
– – 0.09% 72
2023
Q1 		$220K Buy
1,157
+2
+0.2% +$380 0.09% 74
2022
Q4 		$211K Sell
1,155
-96
-8% -$17.2K 0.09% 75
2022
Q3 		$197K Hold
1,251
– – 0.08% 70
2022
Q2 		$204K Buy
1,251
+2
+0.2% +$354 0.08% 69
2022
Q1 		$243K Hold
1,249
– – 0.08% 70
2021
Q4 		$254K Buy
1,249
+53
+4% +$10.6K 0.08% 72
2021
Q3 		$225K Buy
1,196
+52
+5% +$10.2K 0.08% 70
2021
Q2 		$225K Buy
+1,144
New +$225K 0.08% 67

Other funds holding VIS

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Winch Advisory Services's VIS Position: Q2 2026 in Review

Winch Advisory Services increased its Vanguard Industrials ETF (VIS) stake by 0.18% in Q2 2026, buying an estimated $678 and bringing the position to 1,118 shares worth $403K. The position accounts for 0.08% of the portfolio, ranked #84.

Winch Advisory Services first reported a position in VIS in Q2 2021 and has held it in 21 quarters since. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Winch Advisory Services held 1,118 shares of Vanguard Industrials ETF worth $403K as of Q2 2026.
  • Winch Advisory Services bought 2 Vanguard Industrials ETF shares in Q2 2026, an estimated $678.
  • Vanguard Industrials ETF made up 0.08% of Winch Advisory Services's portfolio in Q2 2026, its #84 holding.
  • Winch Advisory Services first reported a position in Vanguard Industrials ETF in Q2 2021 and has held it in 21 quarters since.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.