Y-Intercept (HK)’s Vanguard Industrials ETF VIS Stock Holding History

Y-Intercept (HK)’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	-5,162	Closed	-$1.61M	–	2199
2026 Q1	$1.61M	Buy	+5,162	New	+$1.68M	0.03%	814
2022 Q4	–	Sell	-2,641	Closed	-$416K	–	1379
2022 Q3	$416K	Buy	+2,641	New	+$460K	0.04%	605
2021 Q2	–	Sell	-1,212	Closed	-$230K	–	925
2021 Q1	$230K	Buy	+1,212	New	+$216K	0.06%	512

Other funds holding VIS

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Calder Financial Downingtown, Pennsylvania $106M AUM