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Bordeaux Wealth Advisors’s Vanguard Materials ETF VAW Stock Holding History

Bordeaux 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
2025
Q2 		$262K Buy
1,346
+5
+0.4% +$937 0.03% 135
2025
Q1 		$253K Buy
1,341
+5
+0.4% +$970 0.05% 132
2024
Q4 		$251K Buy
1,336
+11
+0.8% +$2.26K 0.04% 132
2024
Q3 		$280K Buy
1,325
+5
+0.4% +$1K 0.05% 127
2024
Q2 		$254K Buy
+1,320
New +$262K 0.05% 118

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bordeaux Wealth Advisors's VAW Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Vanguard Materials ETF (VAW) stake by 0.37% in Q2 2025, buying an estimated $937 and bringing the position to 1,346 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #135.

Bordeaux Wealth Advisors first reported a position in VAW in Q2 2024 and has held it in 5 quarters since. The position peaked at $280K in Q3 2024. 366 funds tracked by Wall St. Rank hold VAW as of Q2 2025.

  • Bordeaux Wealth Advisors held 1,346 shares of Vanguard Materials ETF worth $262K as of Q2 2025.
  • Bordeaux Wealth Advisors bought 5 Vanguard Materials ETF shares in Q2 2025, an estimated $937.
  • Vanguard Materials ETF made up 0.03% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #135 holding.
  • Bordeaux Wealth Advisors first reported a position in Vanguard Materials ETF in Q2 2024 and has held it in 5 quarters since.
  • Bordeaux Wealth Advisors's Vanguard Materials ETF position peaked at $280K in Q3 2024.
  • 366 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.