Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
MWM
Mascoma Wealth Management’s
Vanguard Industrials ETF
VIS
Stock Holding History
Mascoma 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
Q1
$22.5K
Hold
72
–
–
﹤0.01%
248
2025
Q4
$21.5K
Hold
72
–
–
﹤0.01%
254
2025
Q3
$21.3K
Hold
72
–
–
﹤0.01%
258
2025
Q2
$20.2K
Hold
72
–
–
﹤0.01%
260
2025
Q1
$17.8K
Hold
72
–
–
﹤0.01%
272
2024
Q4
$18.3K
Hold
72
–
–
﹤0.01%
280
2024
Q3
$18.7K
Sell
72
-36
-33%
-$8.81K
﹤0.01%
269
2024
Q2
$25.4K
Hold
108
–
–
0.01%
249
2024
Q1
$26.4K
Hold
108
–
–
0.01%
237
2023
Q4
$23.8K
Hold
108
–
–
0.01%
254
2023
Q3
$21.1K
Hold
108
–
–
0.01%
268
2023
Q2
$22.6K
Hold
108
–
–
0.01%
260
2023
Q1
$20.4K
Hold
108
–
–
0.01%
339
2022
Q4
$19.7K
Hold
108
–
–
0.01%
332
2022
Q3
$17K
Sell
108
-10
-8%
-$1.74K
0.01%
345
2022
Q2
$19K
Buy
118
+10
+9%
+$1.77K
0.01%
347
2022
Q1
$21K
Hold
108
–
–
0.01%
366
2021
Q4
$22K
Buy
108
+36
+50%
+$7.2K
0.01%
320
2021
Q3
$14K
Buy
+72
New
+$14.1K
0.01%
321
2021
Q2
–
Sell
-72
Closed
-$14K
–
418
2021
Q1
$14K
Buy
+72
New
+$12.8K
0.01%
322
Other funds holding VIS
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B 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
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close