WAG
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Windsor Advisory Group’s Vanguard Industrials ETF VIS Stock Holding History

Windsor Advisory Group’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 		– Sell
-294
Closed -$91.7K – 109
2026
Q1 		$91.7K Buy
+294
New +$95.5K 0.08% 64

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

Windsor Advisory Group's VIS Position: Q2 2026 in Review

Windsor Advisory Group sold out of Vanguard Industrials ETF (VIS) in Q2 2026, closing a stake of 294 shares — an estimated $91.7K sold.

Windsor Advisory Group first reported a position in VIS in Q1 2026 and held it in 1 quarter. The position peaked at $91.7K in Q1 2026. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Windsor Advisory Group reported no remaining Vanguard Industrials ETF position as of Q2 2026 after selling out during the quarter.
  • Windsor Advisory Group sold 294 Vanguard Industrials ETF shares in Q2 2026, an estimated $91.7K.
  • Windsor Advisory Group first reported a position in Vanguard Industrials ETF in Q1 2026 and held it in 1 quarter.
  • Windsor Advisory Group's Vanguard Industrials ETF position peaked at $91.7K in Q1 2026.
  • 621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.