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Dogwood Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Dogwood Wealth Management’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 		– Sell
-26
Closed -$8.12K – 931
2026
Q1 		$8.12K Hold
26
– – ﹤0.01% 382
2025
Q4 		$7.76K Hold
26
– – ﹤0.01% 339
2025
Q3 		$7.7K Hold
26
– – ﹤0.01% 314
2025
Q2 		$7.37K Buy
+26
New +$6.71K ﹤0.01% 335

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 $1.59B AUM 11.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Dogwood Wealth Management's VIS Position: Q2 2026 in Review

Dogwood Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q2 2026, closing a stake of 26 shares — an estimated $8.12K sold.

Dogwood Wealth Management first reported a position in VIS in Q2 2025 and held it in 4 quarters. The position peaked at $8.12K in Q1 2026. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Dogwood Wealth Management reported no remaining Vanguard Industrials ETF position as of Q2 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 26 Vanguard Industrials ETF shares in Q2 2026, an estimated $8.12K.
  • Dogwood Wealth Management first reported a position in Vanguard Industrials ETF in Q2 2025 and held it in 4 quarters.
  • Dogwood Wealth Management's Vanguard Industrials ETF position peaked at $8.12K in Q1 2026.
  • 626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.