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Burkett Financial Services’s Marriott Vacations Worldwide VAC Stock Holding History

Burkett Financial Services’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
Q3 		$1.37K Hold
13
– – ﹤0.01% 358
2026
Q2 		$1.35K Hold
13
– – ﹤0.01% 247
2026
Q1 		$856 Hold
13
– – ﹤0.01% 235
2025
Q4 		$749 Buy
+13
New +$768 ﹤0.01% 225

Other funds holding VAC

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Burkett Financial Services's VAC Position: Q3 2026 in Review

Burkett Financial Services held its Marriott Vacations Worldwide (VAC) position steady in Q3 2026 at 13 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Burkett Financial Services first reported a position in VAC in Q4 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold VAC as of Q3 2026.

  • Burkett Financial Services held 13 shares of Marriott Vacations Worldwide worth $1.37K as of Q3 2026.
  • Burkett Financial Services left its Marriott Vacations Worldwide share count unchanged in Q3 2026.
  • Marriott Vacations Worldwide made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #358 holding.
  • Burkett Financial Services first reported a position in Marriott Vacations Worldwide in Q4 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.