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 Q3	$9.21K	Sell	90 -3	-3%	-$314	﹤0.01%	503
2026 Q2	$9.48K	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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Evermay Wealth Management's VAC Position: Q3 2026 in Review

Evermay Wealth Management reduced its Marriott Vacations Worldwide (VAC) stake by 3.2% in Q3 2026, selling an estimated $314 and leaving 90 shares worth $9.21K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Evermay Wealth Management first reported a position in VAC in Q2 2021 and has held it in 22 quarters since. The position peaked at $76K in Q4 2021. 206 funds tracked by Wall St. Rank hold VAC as of Q3 2026.

Evermay Wealth Management held 90 shares of Marriott Vacations Worldwide worth $9.21K as of Q3 2026.
Evermay Wealth Management sold 3 Marriott Vacations Worldwide shares in Q3 2026, an estimated $314.
Marriott Vacations Worldwide made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #503 holding.
Evermay Wealth Management first reported a position in Marriott Vacations Worldwide in Q2 2021 and has held it in 22 quarters since.
Evermay Wealth Management's Marriott Vacations Worldwide position peaked at $76K in Q4 2021.
206 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.