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Woodward Diversified Capital’s Vanguard Industrials ETF VIS Stock Holding History

Woodward Diversified Capital’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 		$1.4M Sell
3,891
-495
-11% -$168K 0.62% 35
2026
Q1 		$1.48M Sell
4,386
-281
-6% -$91.2K 0.67% 30
2025
Q4 		$1.39M Buy
4,667
+42
+0.9% +$12.5K 0.64% 36
2025
Q3 		$1.37M Sell
4,625
-81
-2% -$23.5K 0.64% 36
2025
Q2 		$1.32M Buy
4,706
+2,027
+76% +$524K 0.67% 36
2025
Q1 		$663K Buy
2,679
+197
+8% +$51K 0.47% 50
2024
Q4 		$631K Sell
2,482
-2,405
-49% -$640K 0.46% 47
2024
Q3 		$1.27M Sell
4,887
-256
-5% -$62.7K 0.81% 29
2024
Q2 		$1.21M Sell
5,143
-189
-4% -$45K 0.71% 34
2024
Q1 		$1.3M Sell
5,332
-677
-11% -$154K 0.81% 26
2023
Q4 		$1.32M Sell
6,009
-1,018
-14% -$205K 0.83% 24
2023
Q3 		$1.37M Buy
7,027
+82
+1% +$16.8K 0.99% 20
2023
Q2 		$1.43M Buy
6,945
+730
+12% +$140K 1.08% 17
2023
Q1 		$1.18M Buy
6,215
+110
+2% +$20.9K 0.93% 24
2022
Q4 		$1.12M Buy
+6,105
New +$1.09M 0.9% 27
2022
Q1 		– Sell
-5,180
Closed -$1.05M – 203
2021
Q4 		$1.05M Buy
5,180
+125
+2% +$25K 0.62% 47
2021
Q3 		$950K Sell
5,055
-304
-6% -$59.6K 0.6% 53
2021
Q2 		$1.05M Sell
5,359
-531
-9% -$104K 0.6% 46
2021
Q1 		$1.11M Sell
5,890
-1,179
-17% -$210K 0.66% 43
2020
Q4 		$1.2M Buy
+7,069
New +$1.13M 0.78% 36

Other funds holding VIS

MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Woodward Diversified Capital's VIS Position: Q2 2026 in Review

Woodward Diversified Capital reduced its Vanguard Industrials ETF (VIS) stake by 11% in Q2 2026, selling an estimated $168K and leaving 3,891 shares worth $1.4M. The position accounts for 0.62% of the portfolio, ranked #35.

Woodward Diversified Capital first reported a position in VIS in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.48M in Q1 2026. 279 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Woodward Diversified Capital held 3,891 shares of Vanguard Industrials ETF worth $1.4M as of Q2 2026.
  • Woodward Diversified Capital sold 495 Vanguard Industrials ETF shares in Q2 2026, an estimated $168K.
  • Vanguard Industrials ETF made up 0.62% of Woodward Diversified Capital's portfolio in Q2 2026, its #35 holding.
  • Woodward Diversified Capital first reported a position in Vanguard Industrials ETF in Q4 2020 and has held it in 20 quarters since.
  • Woodward Diversified Capital's Vanguard Industrials ETF position peaked at $1.48M in Q1 2026.
  • 279 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.