William Mack & Associates Inc.: Significant ETF Purchases Observed in Q2 2026
William Mack's portfolio saw substantial increases this quarter, primarily concentrated in Vanguard and Dimensional index funds and tax-managed shares. The investor maintained a diversified approach across various sectors.
Quarterly Portfolio Activity Review
This past quarter (ending June 30th, 2026), William Mack & Associates Inc., tracked on InsiderSet, demonstrated notable activity in its holdings. The analysis of portfolio changes reveals a clear pattern focused on expanding positions within established Exchange-Traded Funds (ETFs), particularly those offered by Vanguard and Dimensional.
The most significant movement involved substantial increases across several major funds, indicating strong confidence in broad market exposure or specific sector performance this quarter:
- Vanguard Index Funds (VO) saw a massive increase of over half a million shares (+526.42%), now accounting for approximately 14% of the portfolio.
- Vanguard Scottsdale Fund (VCSH) increased by nearly half a million shares (+53.57%) and is now one of the largest positions at around 17%.
- Vanguard Tax-Managed Fund (VEA) also experienced a large share increase (+54.71%) and holds about 15% of the assets now.
Furthermore, William Mack significantly boosted his position in Dimensional ETFs:
- Dimensional ETF Trust (DISV) increased by over 200k shares (+57.98%) and now represents approximately 8% of the portfolio.
In addition to these large allocations, other holdings showed substantial growth:
- Schwab Strategic Trust (FNDF) increased by nearly 100k shares (+61.83%) and now holds about 5%.
The investor also demonstrated a clear preference for diversification through mutual funds, increasing positions in:
- Schwab Strategic Trust (SCHG) by over 100k shares (+74.37%) and now holds a small but significant allocation of about 4%.
Notably, William Mack initiated new positions or significantly increased existing ones in:
- US Gold Corp (USAU), moving from zero allocation to a position categorized under Basic Materials.
The overall portfolio structure remains heavily weighted towards Exchange-Traded Funds, with the top five holdings accounting for approximately 60% of the total value. This quarter's activity highlights a continued focus on ETFs and mutual funds as primary investment vehicles, reflecting a strategy centered around diversified fund investing.