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Advisor Resource Council’s Vanguard Materials ETF VAW Stock Holding History

Advisor Resource Council’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
2024
Q4 		– Sell
-2,410
Closed -$510K – 262
2024
Q3 		$510K Buy
+2,410
New +$482K 0.23% 119
2024
Q2 		– Sell
-1,810
Closed -$344K – 218
2024
Q1 		$344K Buy
+1,810
New +$344K 0.15% 158

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Resource Council's VAW Position: Q4 2024 in Review

Advisor Resource Council sold out of Vanguard Materials ETF (VAW) in Q4 2024, closing a stake of 2,410 shares — an estimated $510K sold.

Advisor Resource Council first reported a position in VAW in Q1 2024 and held it in 2 quarters. The position peaked at $510K in Q3 2024. 383 funds tracked by Wall St. Rank hold VAW as of Q4 2024.

  • Advisor Resource Council reported no remaining Vanguard Materials ETF position as of Q4 2024 after selling out during the quarter.
  • Advisor Resource Council sold 2,410 Vanguard Materials ETF shares in Q4 2024, an estimated $510K.
  • Advisor Resource Council first reported a position in Vanguard Materials ETF in Q1 2024 and held it in 2 quarters.
  • Advisor Resource Council's Vanguard Materials ETF position peaked at $510K in Q3 2024.
  • 383 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2024.

Based on Advisor Resource Council's 13F filing for Q4 2024, filed 26 Feb 2025.