EverSource Wealth Advisors’s Vanguard Materials ETF VAW Stock Holding History

EverSource Wealth Advisors’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 Q2	$123K	Sell	536 -433	-45%	-$100K	﹤0.01%	1278
2026 Q1	$218K	Buy	969 +433	+81%	+$99.1K	0.01%	1003
2025 Q4	$111K	Hold	536	–	–	﹤0.01%	1262
2025 Q3	$110K	Hold	536	–	–	﹤0.01%	1230
2025 Q2	$104K	Hold	536	–	–	﹤0.01%	1178
2025 Q1	$101K	Hold	536	–	–	0.01%	907
2024 Q4	$101K	Hold	536	–	–	0.01%	895
2024 Q3	$113K	Hold	536	–	–	0.01%	759
2024 Q2	$109K	Hold	536	–	–	0.01%	758
2024 Q1	$104K	Sell	536 -63	-11%	-$12K	0.01%	685
2023 Q4	$114K	Sell	599 -383	-39%	-$67.2K	0.01%	593
2023 Q3	$169K	Buy	982 +399	+68%	+$72.1K	0.02%	434
2023 Q2	$106K	Buy	583 +332	+132%	+$58K	0.01%	562
2023 Q1	$44.6K	Sell	251 -32	-11%	-$5.72K	0.01%	826
2022 Q4	$48.2K	Buy	+283	New	+$47.6K	0.01%	778

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

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

EverSource Wealth Advisors reduced its Vanguard Materials ETF (VAW) stake by 45% in Q2 2026, selling an estimated $100K and leaving 536 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

EverSource Wealth Advisors first reported a position in VAW in Q4 2022 and has held it in 15 quarters since. The position peaked at $218K in Q1 2026. 424 funds tracked by Wall St. Rank hold VAW as of Q2 2026.

EverSource Wealth Advisors held 536 shares of Vanguard Materials ETF worth $123K as of Q2 2026.
EverSource Wealth Advisors sold 433 Vanguard Materials ETF shares in Q2 2026, an estimated $100K.
Vanguard Materials ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1278 holding.
EverSource Wealth Advisors first reported a position in Vanguard Materials ETF in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Vanguard Materials ETF position peaked at $218K in Q1 2026.
424 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2026.

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