Bell Investment Advisors’s Marriott Vacations Worldwide VAC Stock Holding History

Bell Investment 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 Q1	$587	Sell	9 -9	-50%	-$558	﹤0.01%	1689
2025 Q4	$1.04K	Sell	18 -9	-33%	-$532	﹤0.01%	1534
2025 Q3	$1.8K	Hold	27	–	–	﹤0.01%	1368
2025 Q2	$1.95K	Buy	27 +20	+286%	+$1.26K	﹤0.01%	1375
2025 Q1	$450	Sell	7 -7	-50%	-$556	﹤0.01%	1796
2024 Q4	$1.26K	Sell	14 -8	-36%	-$693	﹤0.01%	1513
2024 Q3	$1.62K	Sell	22 -11	-33%	-$849	﹤0.01%	1432
2024 Q2	$2.88K	Hold	33	–	–	﹤0.01%	1200
2024 Q1	$3.56K	Hold	33	–	–	﹤0.01%	1088
2023 Q4	$2.8K	Buy	33 +14	+74%	+$1.2K	﹤0.01%	1186
2023 Q3	$1.91K	Buy	19 +15	+375%	+$1.71K	﹤0.01%	1295
2023 Q2	$491	Buy	+4	New	+$518	﹤0.01%	1864
2023 Q1	–	Sell	-4	Closed	-$538	–	1983
2022 Q4	$538	Hold	4	–	–	﹤0.01%	1786
2022 Q3	$0	Buy	+4	New	+$543	﹤0.01%	1964
2021 Q4	$1K	Sell	5 -3	-38%	-$482	﹤0.01%	1645
2021 Q3	$1K	Buy	+8	New	+$1.21K	﹤0.01%	1597

Other funds holding VAC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return