EWA
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EverSource Wealth Advisors’s Marriott Vacations Worldwide VAC Stock Holding History

EverSource Wealth Advisors’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 		$17.1K Sell
168
-183
-52% -$14.7K ﹤0.01% 2555
2026
Q1 		$22.9K Sell
351
-53
-13% -$3.28K ﹤0.01% 2422
2025
Q4 		$23.3K Buy
404
+263
+187% +$15.5K ﹤0.01% 2282
2025
Q3 		$9.38K Buy
141
+7
+5% +$540 ﹤0.01% 2854
2025
Q2 		$9.69K Buy
134
+115
+605% +$7.26K ﹤0.01% 2827
2025
Q1 		$1.23K Sell
19
-242
-93% -$19.2K ﹤0.01% 3153
2024
Q4 		$23.4K Buy
261
+198
+314% +$17.1K ﹤0.01% 1531
2024
Q3 		$4.63K Buy
63
+12
+24% +$927 ﹤0.01% 2259
2024
Q2 		$4.31K Buy
51
+6
+13% +$569 ﹤0.01% 2270
2024
Q1 		$4.33K Sell
45
-79
-64% -$7.13K ﹤0.01% 2114
2023
Q4 		$10.5K Sell
124
-126
-50% -$10.8K ﹤0.01% 1535
2023
Q3 		$25.2K Buy
250
+165
+194% +$18.8K ﹤0.01% 1042
2023
Q2 		$10.4K Buy
85
+69
+431% +$8.93K ﹤0.01% 1420
2023
Q1 		$2.16K Sell
16
-14
-47% -$2.08K ﹤0.01% 1916
2022
Q4 		$4.04K Hold
30
– – ﹤0.01% 1688
2022
Q3 		$4K Sell
30
-401
-93% -$54.4K ﹤0.01% 1480
2022
Q2 		$50K Buy
431
+401
+1,337% +$56.4K 0.01% 633
2022
Q1 		$5K Hold
30
– – ﹤0.01% 1297
2021
Q4 		$5K Buy
+30
New +$4.82K ﹤0.01% 1283

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

EverSource Wealth Advisors's VAC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Marriott Vacations Worldwide (VAC) stake by 52% in Q2 2026, selling an estimated $14.7K and leaving 168 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2555.

EverSource Wealth Advisors first reported a position in VAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $50K in Q2 2022. 371 funds tracked by Wall St. Rank hold VAC as of Q2 2026.

  • EverSource Wealth Advisors held 168 shares of Marriott Vacations Worldwide worth $17.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 183 Marriott Vacations Worldwide shares in Q2 2026, an estimated $14.7K.
  • Marriott Vacations Worldwide made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2555 holding.
  • EverSource Wealth Advisors first reported a position in Marriott Vacations Worldwide in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Marriott Vacations Worldwide position peaked at $50K in Q2 2022.
  • 371 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.