Axiom Financial Strategies, LLC VIS — VANGUARD INDUSTRIALS ETF

Ownership history in Axiom Financial Strategies, LLC  ·  21 quarters on record

AI Ownership Summary

Axiom Financial Strategies, LLC reported VANGUARD INDUSTRIALS ETF (VIS) in 21 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 3.53% in 2024 Q1. The latest visible filing shows VIS at 1.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Axiom Financial Strategies, LLC's position in VANGUARD INDUSTRIALS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VIS was reported at 1.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.53% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VIS stock page Axiom Financial Strategies, LLC fund profile Axiom Financial Strategies, LLC full holdings
How Axiom Financial Strategies, LLC held VIS — position size vs. price
% of Fund (quarterly)    VIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 11,101 -42 -0.4% 1.39% $3.3M 2026-01-23 $318.36
2025 Q3 REDUCED 49.1% +2.3% ❌ 11,143 -10,754 -49.1% 1.42% $3.3M 2025-11-14 $290.02
2025 Q2 REDUCED — — — 21,897 -543 -2.4% 3.42% $6.1M 2025-07-30 $287.83
2025 Q1 REDUCED — — — 22,440 -503 -2.2% 3.29% $5.6M 2025-05-14 $263.60
2024 Q4 REDUCED — — — 22,943 -873 -3.7% 3.26% $5.8M 2025-01-22 $267.61
2024 Q3 ADDED — — — 23,816 +1,121 +4.9% 3.27% $6.2M 2024-11-12 $269.59
2024 Q2 REDUCED — — — 22,695 -30 -0.1% 3.47% $5.3M 2024-08-13 $234.72
2024 Q1 ADDED — — — 22,725 +3,148 +16.1% 3.53% $5.5M 2024-04-29 $232.21
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VIS

As of 2026 Q2 — sorted by position size

Marks Wealth, LLC 3Y 6.45% Compass Financial Group, INC/SD 3Y 6.14% Beacon Capital Management, Inc. 3Y 7Y 6.12% PGIM Custom Harvest LLC 3Y 4.72% Main Management LLC 3Y 7Y 4.45% Harfst & Associates, Inc. 3Y 7Y 4.1% Teucrium Investment Advisors, LLC 3.82% Cadent Capital Advisors, LLC 3Y 3.81% Bonfire Financial 3.22% Calder Financial LLC 2.83%

FAQ About Axiom Financial Strategies, LLC and VIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Axiom Financial Strategies, LLC reported owning VIS?

Axiom Financial Strategies, LLC reported VIS across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported VIS position in Axiom Financial Strategies, LLC's portfolio?

The largest reported portfolio weight for VIS was 3.53% in 2024 Q1.

What is the latest reported VIS position on this page?

The most recent filing on this page is 2025 Q4, when Axiom Financial Strategies, LLC reported 11,101 shares, equal to 1.39% of portfolio, with an estimated market value of $3.3M.

What does the chart on this VIS ownership page compare?

The chart compares Axiom Financial Strategies, LLC's quarterly VIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Axiom Financial Strategies, LLC time their VIS position?

Based on 13F filing dates vs. subsequent VIS price moves, Axiom Financial Strategies, LLC correctly timed 8 out of 20 reported position changes (40%). The annualised alpha on VIS relative to SPY over the holding period was -0.6%.

← Back to Axiom Financial Strategies, LLC Holdings