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 Q2	$25.9K	Hold	72	–	–	﹤0.01%	237
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 $1.55T 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

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

Mascoma Wealth Management held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 72 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Mascoma Wealth Management first reported a position in VIS in Q1 2021 and has held it in 21 quarters since. The position peaked at $26.4K in Q1 2024. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Mascoma Wealth Management held 72 shares of Vanguard Industrials ETF worth $25.9K as of Q2 2026.
Mascoma Wealth Management left its Vanguard Industrials ETF share count unchanged in Q2 2026.
Vanguard Industrials ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #237 holding.
Mascoma Wealth Management first reported a position in Vanguard Industrials ETF in Q1 2021 and has held it in 21 quarters since.
Mascoma Wealth Management's Vanguard Industrials ETF position peaked at $26.4K in Q1 2024.
619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.