BRWA
VAW icon

B. Riley Wealth Advisors’s Vanguard Materials ETF VAW Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-10,463
Closed -$1.81M – 1605
2024
Q1 		$1.81M Buy
10,463
+9,110
+673% +$1.73M 0.05% 382
2023
Q4 		$257K Sell
1,353
-9,110
-87% -$1.6M 0.01% 1122
2023
Q3 		$1.81M Sell
10,463
-11,189
-52% -$2.02M 0.05% 382
2023
Q2 		$3.95M Sell
21,652
-5,369
-20% -$938K 0.09% 227
2023
Q1 		$4.8M Sell
27,021
-10,992
-29% -$1.97M 0.13% 180
2022
Q4 		$6.47M Buy
38,013
+4,088
+12% +$687K 0.18% 134
2022
Q3 		$5.04M Buy
33,925
+1,758
+5% +$290K 0.15% 148
2022
Q2 		$5.15M Sell
32,167
-1,443
-4% -$264K 0.22% 105
2022
Q1 		$6.52M Buy
33,610
+5,673
+20% +$1.06M 0.21% 101
2021
Q4 		$5.5M Buy
27,937
+945
+4% +$178K 0.16% 138
2021
Q3 		$4.76M Buy
26,992
+11,562
+75% +$2.1M 0.15% 150
2021
Q2 		$2.79M Buy
+15,430
New +$2.85M 0.09% 261
2015
Q1 		– Sell
-320
Closed -$34K – 1927
2014
Q4 		$34K Buy
+320
New +$34.4K ﹤0.01% 2295
2014
Q3 		– Sell
-160
Closed -$17.9K – 1833
2014
Q2 		$17.9K Buy
+160
New +$17.3K ﹤0.01% 1517

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

B. Riley Wealth Advisors's VAW Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Vanguard Materials ETF (VAW) in Q2 2024, closing a stake of 10,463 shares — an estimated $1.81M sold.

B. Riley Wealth Advisors first reported a position in VAW in Q2 2014 and held it in 14 quarters. The position peaked at $6.52M in Q1 2022. 359 funds tracked by Wall St. Rank hold VAW as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Vanguard Materials ETF position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,463 Vanguard Materials ETF shares in Q2 2024, an estimated $1.81M.
  • B. Riley Wealth Advisors first reported a position in Vanguard Materials ETF in Q2 2014 and held it in 14 quarters.
  • B. Riley Wealth Advisors's Vanguard Materials ETF position peaked at $6.52M in Q1 2022.
  • 359 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.