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Founders Financial Securities’s Vanguard Materials ETF VAW Stock Holding History

Founders Financial Securities’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
2023
Q4 		– Sell
-3,335
Closed -$575K – 385
2023
Q3 		$575K Buy
+3,335
New +$603K 0.07% 198

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Founders Financial Securities's VAW Position: Q4 2023 in Review

Founders Financial Securities sold out of Vanguard Materials ETF (VAW) in Q4 2023, closing a stake of 3,335 shares — an estimated $575K sold.

Founders Financial Securities first reported a position in VAW in Q3 2023 and held it in 1 quarter. The position peaked at $575K in Q3 2023. 358 funds tracked by Wall St. Rank hold VAW as of Q4 2023.

  • Founders Financial Securities reported no remaining Vanguard Materials ETF position as of Q4 2023 after selling out during the quarter.
  • Founders Financial Securities sold 3,335 Vanguard Materials ETF shares in Q4 2023, an estimated $575K.
  • Founders Financial Securities first reported a position in Vanguard Materials ETF in Q3 2023 and held it in 1 quarter.
  • Founders Financial Securities's Vanguard Materials ETF position peaked at $575K in Q3 2023.
  • 358 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2023.

Based on Founders Financial Securities's 13F filing for Q4 2023, filed 6 Feb 2024.