Blue Chip Partners’s Vanguard Materials ETF VAW Stock Holding History

Blue Chip Partners’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
2022 Q4	–	Sell	-14,258	Closed	-$2.12M	–	190
2022 Q3	$2.12M	Sell	14,258 -2,956	-17%	-$488K	0.29%	52
2022 Q2	$2.76M	Buy	17,214 +70	+0.4%	+$12.8K	0.35%	51
2022 Q1	$3.33M	Buy	+17,144	New	+$3.2M	0.41%	46

Other funds holding VAW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blue Chip Partners's VAW Position: Q4 2022 in Review

Blue Chip Partners sold out of Vanguard Materials ETF (VAW) in Q4 2022, closing a stake of 14,258 shares — an estimated $2.12M sold.

Blue Chip Partners first reported a position in VAW in Q1 2022 and held it in 3 quarters. The position peaked at $3.33M in Q1 2022. 354 funds tracked by Wall St. Rank hold VAW as of Q4 2022.

Blue Chip Partners reported no remaining Vanguard Materials ETF position as of Q4 2022 after selling out during the quarter.
Blue Chip Partners sold 14,258 Vanguard Materials ETF shares in Q4 2022, an estimated $2.12M.
Blue Chip Partners first reported a position in Vanguard Materials ETF in Q1 2022 and held it in 3 quarters.
Blue Chip Partners's Vanguard Materials ETF position peaked at $3.33M in Q1 2022.
354 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2022.

Based on Blue Chip Partners's 13F filing for Q4 2022, filed 1 Feb 2023.