Rothwell Investment Advisors, LLC’s Vanguard Materials ETF VAW Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio VAW Stock Details VAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.73K	Buy	+17	New	+$3.9K	﹤0.01%	962

Other funds holding VAW

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

M Holdings Securities Portland, Oregon $1.6B AUM 23.68% 1-Year Est. Return

Rothwell Investment Advisors, LLC's VAW Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Vanguard Materials ETF (VAW) in Q3 2026: 17 shares worth $3.73K. The stake represents ﹤0.01% of the portfolio and ranks #962 among its holdings.

237 funds tracked by Wall St. Rank hold VAW as of Q3 2026.

Rothwell Investment Advisors, LLC held 17 shares of Vanguard Materials ETF worth $3.73K as of Q3 2026.
Vanguard Materials ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Vanguard Materials ETF made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #962 holding.
237 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.