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Forum Financial Management’s Marriott Vacations Worldwide VAC Stock Holding History

Forum Financial 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
2025
Q1 		– Sell
-2,260
Closed -$203K – 937
2024
Q4 		$203K Buy
+2,260
New +$196K ﹤0.01% 844
2022
Q1 		– Sell
-1,207
Closed -$204K – 679
2021
Q4 		$204K Buy
+1,207
New +$194K 0.01% 617

Other funds holding VAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Forum Financial Management's VAC Position: Q1 2025 in Review

Forum Financial Management sold out of Marriott Vacations Worldwide (VAC) in Q1 2025, closing a stake of 2,260 shares — an estimated $203K sold.

Forum Financial Management first reported a position in VAC in Q4 2021 and held it in 2 quarters. The position peaked at $204K in Q4 2021. 335 funds tracked by Wall St. Rank hold VAC as of Q1 2025.

  • Forum Financial Management reported no remaining Marriott Vacations Worldwide position as of Q1 2025 after selling out during the quarter.
  • Forum Financial Management sold 2,260 Marriott Vacations Worldwide shares in Q1 2025, an estimated $203K.
  • Forum Financial Management first reported a position in Marriott Vacations Worldwide in Q4 2021 and held it in 2 quarters.
  • Forum Financial Management's Marriott Vacations Worldwide position peaked at $204K in Q4 2021.
  • 335 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.