Stonebridge Financial Group, LLC/CA’s Vanguard Industrials ETF VIS Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$203K	Buy	+566	New	+$192K	0.03%	285

Other funds holding VIS

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's VIS Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Vanguard Industrials ETF (VIS) in Q2 2026: 566 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #285 among its holdings.

529 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 566 shares of Vanguard Industrials ETF worth $203K as of Q2 2026.
Vanguard Industrials ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Vanguard Industrials ETF made up 0.03% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #285 holding.
529 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.