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Bullock Wealth Management’s Vanguard Materials ETF VAW Stock Holding History

Bullock Wealth Management’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 		– Sell
-16
Closed -$3.04K – 602
2024
Q2 		$3.04K Hold
16
– – ﹤0.01% 442
2024
Q1 		$3.26K Buy
+16
New +$3.04K ﹤0.01% 450

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bullock Wealth Management's VAW Position: Q3 2024 in Review

Bullock Wealth Management sold out of Vanguard Materials ETF (VAW) in Q3 2024, closing a stake of 16 shares — an estimated $3.04K sold.

Bullock Wealth Management first reported a position in VAW in Q1 2024 and held it in 2 quarters. The position peaked at $3.26K in Q1 2024. 377 funds tracked by Wall St. Rank hold VAW as of Q3 2024.

  • Bullock Wealth Management reported no remaining Vanguard Materials ETF position as of Q3 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 16 Vanguard Materials ETF shares in Q3 2024, an estimated $3.04K.
  • Bullock Wealth Management first reported a position in Vanguard Materials ETF in Q1 2024 and held it in 2 quarters.
  • Bullock Wealth Management's Vanguard Materials ETF position peaked at $3.26K in Q1 2024.
  • 377 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2024.

Based on Bullock Wealth Management's 13F filing for Q3 2024, filed 24 Sep 2026.