FGA
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Fortis Group Advisors’s Vanguard Materials ETF VAW Stock Holding History

Fortis Group 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
Q1 		$6.99K Hold
31
– – ﹤0.01% 414
2025
Q4 		$6.43K Hold
31
– – ﹤0.01% 415
2025
Q3 		$6.35K Hold
31
– – ﹤0.01% 376
2025
Q2 		$6.04K Hold
31
– – ﹤0.01% 371
2025
Q1 		$5.85K Hold
31
– – ﹤0.01% 343
2024
Q4 		$5.82K Hold
31
– – ﹤0.01% 352
2024
Q3 		$6.56K Hold
31
– – ﹤0.01% 334
2024
Q2 		$5.97K Hold
31
– – ﹤0.01% 337
2024
Q1 		$6.34K Sell
31
-31
-50% -$5.88K ﹤0.01% 354
2023
Q4 		$11.8K Buy
62
+31
+100% +$5.44K ﹤0.01% 280
2023
Q3 		$5.35K Buy
+31
New +$5.6K ﹤0.01% 282
2020
Q3 		$4K Buy
+31
New +$4.11K ﹤0.01% 358

Other funds holding VAW

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Raymond James Financial
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