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

Evermay 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
2026 Q1	$296K	Hold	1,315	–	–	0.03%	160
2025 Q4	$273K	Hold	1,315	–	–	0.03%	172
2025 Q3	$269K	Sell	1,315 -35	-3%	-$7.11K	0.03%	174
2025 Q2	$263K	Hold	1,350	–	–	0.03%	176
2025 Q1	$255K	Hold	1,350	–	–	0.03%	170
2024 Q4	$254K	Hold	1,350	–	–	0.04%	173
2024 Q3	$287K	Hold	1,350	–	–	0.05%	161
2024 Q2	$261K	Hold	1,350	–	–	0.04%	174
2024 Q1	$276K	Hold	1,350	–	–	0.04%	171
2023 Q4	$256K	Hold	1,350	–	–	0.05%	158
2023 Q3	$234K	Hold	1,350	–	–	0.05%	153
2023 Q2	$247K	Hold	1,350	–	–	0.05%	155
2023 Q1	$240K	Hold	1,350	–	–	0.05%	156
2022 Q4	$230K	Hold	1,350	–	–	0.05%	155
2022 Q3	$201K	Hold	1,350	–	–	0.04%	161
2022 Q2	$216K	Hold	1,350	–	–	0.04%	152
2022 Q1	$262K	Hold	1,350	–	–	0.04%	162
2021 Q4	$266K	Buy	+1,350	New	+$254K	0.05%	146

Other funds holding VAW

BCMIO

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

PCH

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

Evermay Wealth Management's VAW Position: Q1 2026 in Review

Evermay Wealth Management held its Vanguard Materials ETF (VAW) position steady in Q1 2026 at 1,315 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #160.

Evermay Wealth Management first reported a position in VAW in Q4 2021 and has held it in 18 quarters since. 406 funds tracked by Wall St. Rank hold VAW as of Q1 2026.

Evermay Wealth Management held 1,315 shares of Vanguard Materials ETF worth $296K as of Q1 2026.
Evermay Wealth Management left its Vanguard Materials ETF share count unchanged in Q1 2026.
Vanguard Materials ETF made up 0.03% of Evermay Wealth Management's portfolio in Q1 2026, its #160 holding.
Evermay Wealth Management first reported a position in Vanguard Materials ETF in Q4 2021 and has held it in 18 quarters since.
406 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.