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Daymark Wealth Partners’s Vanguard Industrials ETF VIS Stock Holding History

Daymark Wealth Partners’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
Q1 		$442K Sell
1,416
-453
-24% -$147K 0.01% 457
2025
Q4 		$558K Sell
1,869
-156
-8% -$46.3K 0.02% 370
2025
Q3 		$600K Buy
2,025
+109
+6% +$31.6K 0.02% 348
2025
Q2 		$537K Buy
1,916
+454
+31% +$117K 0.02% 339
2025
Q1 		$362K Buy
1,462
+109
+8% +$28.2K 0.02% 382
2024
Q4 		$344K Buy
1,353
+33
+3% +$8.78K 0.01% 383
2024
Q3 		$343K Buy
+1,320
New +$323K 0.01% 401

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Daymark Wealth Partners's VIS Position: Q1 2026 in Review

Daymark Wealth Partners reduced its Vanguard Industrials ETF (VIS) stake by 24% in Q1 2026, selling an estimated $147K and leaving 1,416 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #457.

Daymark Wealth Partners first reported a position in VIS in Q3 2024 and has held it in 7 quarters since. The position peaked at $600K in Q3 2025. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Daymark Wealth Partners held 1,416 shares of Vanguard Industrials ETF worth $442K as of Q1 2026.
  • Daymark Wealth Partners sold 453 Vanguard Industrials ETF shares in Q1 2026, an estimated $147K.
  • Vanguard Industrials ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q1 2026, its #457 holding.
  • Daymark Wealth Partners first reported a position in Vanguard Industrials ETF in Q3 2024 and has held it in 7 quarters since.
  • Daymark Wealth Partners's Vanguard Industrials ETF position peaked at $600K in Q3 2025.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.