BOLTON SECURITIES CORPORATION’s Vanguard Industrials ETF VIS Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q3	$520K	Buy	1,622 +914	+129%	+$313K	0.02%	600
2026 Q2	$255K	Hold	708	–	–	0.01%	824
2026 Q1	$221K	Hold	708	–	–	0.01%	782
2025 Q4	$211K	Buy	708 +583	+466%	+$173K	0.01%	764
2025 Q3	$37K	Hold	125	–	–	﹤0.01%	1223
2025 Q2	$35K	Hold	125	–	–	﹤0.01%	1186
2025 Q1	$30.9K	Buy	+125	New	+$32.3K	﹤0.01%	1175

Other funds holding VIS

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's VIS Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Vanguard Industrials ETF (VIS) stake by 129% in Q3 2026, buying an estimated $313K and bringing the position to 1,622 shares worth $520K. The position accounts for 0.02% of the portfolio, ranked #600.

BOLTON SECURITIES CORPORATION first reported a position in VIS in Q1 2025 and has held it in 7 quarters since. 568 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

BOLTON SECURITIES CORPORATION held 1,622 shares of Vanguard Industrials ETF worth $520K as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 914 Vanguard Industrials ETF shares in Q3 2026, an estimated $313K.
Vanguard Industrials ETF made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #600 holding.
BOLTON SECURITIES CORPORATION first reported a position in Vanguard Industrials ETF in Q1 2025 and has held it in 7 quarters since.
568 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.