Choate Investment Advisors’s Vanguard Materials ETF VAW Stock Holding History

Choate Investment 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
2026 Q1	$1.19M	Hold	5,297	–	–	0.02%	215
2025 Q4	$1.1M	Hold	5,297	–	–	0.02%	219
2025 Q3	$1.09M	Hold	5,297	–	–	0.02%	200
2025 Q2	$1.03M	Hold	5,297	–	–	0.02%	198
2025 Q1	$1M	Sell	5,297 -150	-3%	-$29.1K	0.02%	188
2024 Q4	$1.02M	Sell	5,447 -510	-9%	-$105K	0.02%	189
2024 Q3	$1.26M	Hold	5,957	–	–	0.03%	169
2024 Q2	$1.15M	Buy	5,957 +150	+3%	+$29.8K	0.03%	179
2024 Q1	$1.19M	Buy	+5,807	New	+$1.1M	0.03%	180

Other funds holding VAW

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

Bank of America

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

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return