Comprehensive Financial Planning’s Vanguard Materials ETF VAW Stock Holding History

Comprehensive Financial Planning’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 Q2	–	Sell	-5	Closed	-$1.13K	–	439
2026 Q1	$1.13K	Hold	5	–	–	﹤0.01%	350
2025 Q4	$1.04K	Hold	5	–	–	﹤0.01%	383
2025 Q3	$1.02K	Hold	5	–	–	﹤0.01%	319
2025 Q2	$974	Hold	5	–	–	﹤0.01%	308
2025 Q1	$944	Hold	5	–	–	﹤0.01%	299
2024 Q4	$939	Buy	+5	New	+$1.03K	﹤0.01%	329

Other funds holding VAW

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Comprehensive Financial Planning's VAW Position: Q2 2026 in Review

Comprehensive Financial Planning sold out of Vanguard Materials ETF (VAW) in Q2 2026, closing a stake of 5 shares — an estimated $1.13K sold.

Comprehensive Financial Planning first reported a position in VAW in Q4 2024 and held it in 6 quarters. The position peaked at $1.13K in Q1 2026. 424 funds tracked by Wall St. Rank hold VAW as of Q2 2026.

Comprehensive Financial Planning reported no remaining Vanguard Materials ETF position as of Q2 2026 after selling out during the quarter.
Comprehensive Financial Planning sold 5 Vanguard Materials ETF shares in Q2 2026, an estimated $1.13K.
Comprehensive Financial Planning first reported a position in Vanguard Materials ETF in Q4 2024 and held it in 6 quarters.
Comprehensive Financial Planning's Vanguard Materials ETF position peaked at $1.13K in Q1 2026.
424 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.