VSM Wealth Advisory’s Eaton ETN Stock Holding History

VSM Wealth Advisory’s Portfolio ETN Stock Details ETN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$495K	Hold	1,162	–	–	0.13%	67
2026 Q1	$416K	Buy	+1,162	New	+$414K	0.12%	66
2025 Q4	–	Sell	-1,162	Closed	-$435K	–	465
2025 Q3	$435K	Hold	1,162	–	–	0.14%	59
2025 Q2	$415K	Hold	1,162	–	–	0.14%	65
2025 Q1	$316K	Hold	1,162	–	–	0.11%	70
2024 Q4	$386K	Buy	+1,162	New	+$408K	0.14%	61

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

VSM Wealth Advisory's ETN Position: Q2 2026 in Review

VSM Wealth Advisory held its Eaton (ETN) position steady in Q2 2026 at 1,162 shares worth $495K. The position accounts for 0.13% of the portfolio, ranked #67.

VSM Wealth Advisory first reported a position in ETN in Q4 2024 and has held it in 6 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

VSM Wealth Advisory held 1,162 shares of Eaton worth $495K as of Q2 2026.
VSM Wealth Advisory left its Eaton share count unchanged in Q2 2026.
Eaton made up 0.13% of VSM Wealth Advisory's portfolio in Q2 2026, its #67 holding.
VSM Wealth Advisory first reported a position in Eaton in Q4 2024 and has held it in 6 quarters since.
2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.