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Institute for Wealth Management’s Vontier VNT Stock Holding History

Institute for Wealth Management’s Portfolio VNT Stock Details VNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.7K Buy
+300
New +$9.58K ﹤0.01% 1348
2022
Q3 		– Sell
-17,118
Closed -$394K – 529
2022
Q2 		$394K Buy
17,118
+9,020
+111% +$231K 0.08% 332
2022
Q1 		$206K Buy
+8,098
New +$214K 0.03% 508

Other funds holding VNT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Institute for Wealth Management's VNT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Vontier (VNT) in Q2 2026: 300 shares worth $8.7K. The stake represents ﹤0.01% of the portfolio and ranks #1348 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in VNT as recently as Q2 2022.

Institute for Wealth Management first reported a position in VNT in Q1 2022 and has held it in 3 quarters since. The position peaked at $394K in Q2 2022. 458 funds tracked by Wall St. Rank hold VNT as of Q2 2026.

  • Institute for Wealth Management held 300 shares of Vontier worth $8.7K as of Q2 2026.
  • Vontier was a new Institute for Wealth Management position in Q2 2026.
  • Vontier made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1348 holding.
  • Institute for Wealth Management first reported a position in Vontier in Q1 2022 and has held it in 3 quarters since.
  • Institute for Wealth Management's Vontier position peaked at $394K in Q2 2022.
  • 458 funds tracked by Wall St. Rank held Vontier as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.