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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
Q2 		$590K Buy
1,637
+221
+16% +$74.9K 0.01% 441
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 $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Daymark Wealth Partners's VIS Position: Q2 2026 in Review

Daymark Wealth Partners increased its Vanguard Industrials ETF (VIS) stake by 16% in Q2 2026, buying an estimated $74.9K and bringing the position to 1,637 shares worth $590K. The position accounts for 0.01% of the portfolio, ranked #441.

Daymark Wealth Partners first reported a position in VIS in Q3 2024 and has held it in 8 quarters since. The position peaked at $600K in Q3 2025. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Daymark Wealth Partners held 1,637 shares of Vanguard Industrials ETF worth $590K as of Q2 2026.
  • Daymark Wealth Partners bought 221 Vanguard Industrials ETF shares in Q2 2026, an estimated $74.9K.
  • Vanguard Industrials ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #441 holding.
  • Daymark Wealth Partners first reported a position in Vanguard Industrials ETF in Q3 2024 and has held it in 8 quarters since.
  • Daymark Wealth Partners's Vanguard Industrials ETF position peaked at $600K in Q3 2025.
  • 621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.