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Vanguard Industrials ETF shares owned by Sontag Advisory

Quarter-by-quarter ownership of Vanguard Industrials ETF (VIS) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Vanguard Industrials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Industrials ETF held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Industrials ETF by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 5.5k 312.22
2025-12-31 $285k 956 298.38
2025-09-30 $311k 1.0k 296.29
2025-06-30 $297k 1.1k 280.07
2024-12-31 $251k 987 254.39
2024-09-30 $259k 994 260.07

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Aon Shs Cl A (AON)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Sontag Advisory

Top funds holding Vanguard Industrials ETF

Bank of America Corporation
Green Harvest Asset Management
Morgan Stanley
Wells Fargo & Company
UBS Group
Beacon Capital Management
LPL Financial
Envestnet Asset Management
Raymond James Financial
Stifel Financial
Royal Bank of Canada
Ameriprise Financial
HighTower Advisors
Compass Financial Group
Northwestern Mutual Wealth Management Company

View all funds holding Vanguard Industrials ETF