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Evermay Wealth Management’s Marriott Vacations Worldwide VAC Stock Holding History

Evermay Wealth Management’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
Q2 		$9.47K Buy
93
+3
+3% +$240 ﹤0.01% 514
2026
Q1 		$5.86K Hold
90
– – ﹤0.01% 498
2025
Q4 		$5.26K Hold
90
– – ﹤0.01% 482
2025
Q3 		$6.06K Hold
90
– – ﹤0.01% 469
2025
Q2 		$6.51K Hold
90
– – ﹤0.01% 465
2025
Q1 		$5.78K Hold
90
– – ﹤0.01% 478
2024
Q4 		$8.15K Sell
90
-160
-64% -$13.9K ﹤0.01% 461
2024
Q3 		$18.6K Sell
250
-152
-38% -$11.7K ﹤0.01% 401
2024
Q2 		$35.1K Sell
402
-48
-11% -$4.55K 0.01% 371
2024
Q1 		$48.5K Hold
450
– – 0.01% 353
2023
Q4 		$38.5K Hold
450
– – 0.01% 349
2023
Q3 		$45.6K Hold
450
– – 0.01% 315
2023
Q2 		$55.2K Hold
450
– – 0.01% 300
2023
Q1 		$60.7K Hold
450
– – 0.01% 285
2022
Q4 		$60.9K Hold
450
– – 0.01% 281
2022
Q3 		$55K Hold
450
– – 0.01% 270
2022
Q2 		$52K Hold
450
– – 0.01% 277
2022
Q1 		$71K Hold
450
– – 0.01% 272
2021
Q4 		$76K Hold
450
– – 0.01% 244
2021
Q3 		$71K Hold
450
– – 0.01% 238
2021
Q2 		$72K Buy
+450
New +$77K 0.01% 246

Other funds holding VAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Evermay Wealth Management's VAC Position: Q2 2026 in Review

Evermay Wealth Management increased its Marriott Vacations Worldwide (VAC) stake by 3.3% in Q2 2026, buying an estimated $240 and bringing the position to 93 shares worth $9.47K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Evermay Wealth Management first reported a position in VAC in Q2 2021 and has held it in 21 quarters since. The position peaked at $76K in Q4 2021. 372 funds tracked by Wall St. Rank hold VAC as of Q2 2026.

  • Evermay Wealth Management held 93 shares of Marriott Vacations Worldwide worth $9.47K as of Q2 2026.
  • Evermay Wealth Management bought 3 Marriott Vacations Worldwide shares in Q2 2026, an estimated $240.
  • Marriott Vacations Worldwide made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #514 holding.
  • Evermay Wealth Management first reported a position in Marriott Vacations Worldwide in Q2 2021 and has held it in 21 quarters since.
  • Evermay Wealth Management's Marriott Vacations Worldwide position peaked at $76K in Q4 2021.
  • 372 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.