WMG Financial Advisors’s Vanguard Industrials ETF VIS Stock Holding History

WMG Financial 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
2025 Q4	–	Sell	-945	Closed	-$280K	–	205
2025 Q3	$280K	Hold	945	–	–	0.09%	154
2025 Q2	$265K	Hold	945	–	–	0.1%	149
2025 Q1	$234K	Hold	945	–	–	0.1%	147
2024 Q4	$240K	Sell	945 -72	-7%	-$19.2K	0.1%	140
2024 Q3	$264K	Sell	1,017 -13	-1%	-$3.18K	0.12%	130
2024 Q2	$242K	Sell	1,030 -30	-3%	-$7.15K	0.13%	131
2024 Q1	$259K	Hold	1,060	–	–	0.15%	107
2023 Q4	$234K	Hold	1,060	–	–	0.15%	97
2023 Q3	$207K	Hold	1,060	–	–	0.18%	94
2023 Q2	$218K	Hold	1,060	–	–	0.16%	108
2023 Q1	$202K	Sell	1,060 -56	-5%	-$10.6K	0.17%	107
2022 Q4	$204K	Buy	+1,116	New	+$200K	0.17%	119
2022 Q2	–	Sell	-1,129	Closed	-$219K	–	182
2022 Q1	$219K	Buy	1,129 +25	+2%	+$4.81K	0.16%	157
2021 Q4	$223K	Buy	+1,104	New	+$221K	0.17%	155

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WMG Financial Advisors's VIS Position: Q4 2025 in Review

WMG Financial Advisors sold out of Vanguard Industrials ETF (VIS) in Q4 2025, closing a stake of 945 shares — an estimated $280K sold.

WMG Financial Advisors first reported a position in VIS in Q4 2021 and held it in 14 quarters. The position peaked at $280K in Q3 2025. 568 funds tracked by Wall St. Rank hold VIS as of Q4 2025.

WMG Financial Advisors reported no remaining Vanguard Industrials ETF position as of Q4 2025 after selling out during the quarter.
WMG Financial Advisors sold 945 Vanguard Industrials ETF shares in Q4 2025, an estimated $280K.
WMG Financial Advisors first reported a position in Vanguard Industrials ETF in Q4 2021 and held it in 14 quarters.
WMG Financial Advisors's Vanguard Industrials ETF position peaked at $280K in Q3 2025.
568 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.