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BBJS Financial Advisors’s Vanguard Materials ETF VAW Stock Holding History

BBJS Financial 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
Q3 		$11.7K Hold
55
– – ﹤0.01% 109
2024
Q2 		$10.6K Buy
+55
New +$10.9K ﹤0.01% 125

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BBJS Financial Advisors's VAW Position: Q3 2024 in Review

BBJS Financial Advisors held its Vanguard Materials ETF (VAW) position steady in Q3 2024 at 55 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #109.

BBJS Financial Advisors first reported a position in VAW in Q2 2024 and has held it in 2 quarters since. 377 funds tracked by Wall St. Rank hold VAW as of Q3 2024.

  • BBJS Financial Advisors held 55 shares of Vanguard Materials ETF worth $11.7K as of Q3 2024.
  • BBJS Financial Advisors left its Vanguard Materials ETF share count unchanged in Q3 2024.
  • Vanguard Materials ETF made up ﹤0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #109 holding.
  • BBJS Financial Advisors first reported a position in Vanguard Materials ETF in Q2 2024 and has held it in 2 quarters since.
  • 377 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.