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

Congress 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
2025 Q2	$1.18M	Sell	6,050 -190	-3%	-$35.6K	0.01%	668
2025 Q1	$1.18M	Buy	6,240 +2,742	+78%	+$532K	0.01%	595
2024 Q4	$657K	Buy	3,498 +27	+0.8%	+$5.56K	0.01%	585
2024 Q3	$734K	Buy	3,471 +65	+2%	+$13K	0.01%	569
2024 Q2	$656K	Buy	3,406 +30	+0.9%	+$5.96K	0.01%	496
2024 Q1	$690K	Buy	3,376 +5	+0.1%	+$949	0.01%	414
2023 Q4	$640K	Sell	3,371 -252	-7%	-$44.2K	0.01%	435
2023 Q3	$625K	Sell	3,623 -870	-19%	-$157K	0.01%	427
2023 Q2	$818K	Sell	4,493 -5,068	-53%	-$886K	0.02%	359
2023 Q1	$1.7M	Buy	9,561 +7,378	+338%	+$1.32M	0.04%	290
2022 Q4	$372K	Sell	2,183 -2,401	-52%	-$404K	0.01%	450
2022 Q3	$680K	Sell	4,584 -5,957	-57%	-$983K	0.02%	370
2022 Q2	$1.69M	Sell	10,541 -4,603	-30%	-$843K	0.04%	291
2022 Q1	$2.94M	Buy	15,144 +6,783	+81%	+$1.27M	0.06%	266
2021 Q4	$1.65M	Buy	+8,361	New	+$1.57M	0.03%	323

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Congress Wealth Management's VAW Position: Q2 2025 in Review

Congress Wealth Management reduced its Vanguard Materials ETF (VAW) stake by 3% in Q2 2025, selling an estimated $35.6K and leaving 6,050 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #668.

Congress Wealth Management first reported a position in VAW in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.94M in Q1 2022. 366 funds tracked by Wall St. Rank hold VAW as of Q2 2025.

Congress Wealth Management held 6,050 shares of Vanguard Materials ETF worth $1.18M as of Q2 2025.
Congress Wealth Management sold 190 Vanguard Materials ETF shares in Q2 2025, an estimated $35.6K.
Vanguard Materials ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #668 holding.
Congress Wealth Management first reported a position in Vanguard Materials ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's Vanguard Materials ETF position peaked at $2.94M in Q1 2022.
366 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.