BRWA
VAC icon

B. Riley Wealth Advisors’s Marriott Vacations Worldwide VAC Stock Holding History

B. Riley Wealth Advisors’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,427
Closed -$351K – 1006
2026
Q1 		$351K Sell
5,427
-189
-3% -$11.7K 0.02% 534
2025
Q4 		$324K Sell
5,616
-1
-0% -$59 0.01% 685
2025
Q3 		$374K Sell
5,617
-12
-0.2% -$925 0.02% 634
2025
Q2 		$407K Sell
5,629
-483
-8% -$30.5K 0.02% 607
2025
Q1 		$393K Buy
+6,112
New +$486K 0.01% 845

Other funds holding VAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

B. Riley Wealth Advisors's VAC Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of Marriott Vacations Worldwide (VAC) in Q2 2026, closing a stake of 5,427 shares — an estimated $351K sold.

B. Riley Wealth Advisors first reported a position in VAC in Q1 2025 and held it in 5 quarters. The position peaked at $407K in Q2 2025. 372 funds tracked by Wall St. Rank hold VAC as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining Marriott Vacations Worldwide position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,427 Marriott Vacations Worldwide shares in Q2 2026, an estimated $351K.
  • B. Riley Wealth Advisors first reported a position in Marriott Vacations Worldwide in Q1 2025 and held it in 5 quarters.
  • B. Riley Wealth Advisors's Marriott Vacations Worldwide position peaked at $407K in Q2 2025.
  • 372 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.