BFC Planning, Inc.’s Vanguard Materials ETF VAW Stock Holding History

BFC Planning, Inc.’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	$948K	Buy	4,144 +612	+17%	+$142K	0.04%	414
2026 Q1	$796K	Buy	3,532 +520	+17%	+$119K	0.04%	426
2025 Q4	$625K	Buy	3,012 +308	+11%	+$62.1K	0.03%	491
2025 Q3	$554K	Buy	2,704 +239	+10%	+$48.6K	0.04%	360
2025 Q2	$480K	Sell	2,465 -1,548	-39%	-$290K	0.04%	372
2025 Q1	$758K	Sell	4,013 -188	-4%	-$36.5K	0.07%	253
2024 Q4	$789K	Buy	+4,201	New	+$865K	0.07%	243

Other funds holding VAW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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 22.9% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

BFC Planning, Inc.'s VAW Position: Q2 2026 in Review

BFC Planning, Inc. increased its Vanguard Materials ETF (VAW) stake by 17% in Q2 2026, buying an estimated $142K and bringing the position to 4,144 shares worth $948K. The position accounts for 0.04% of the portfolio, ranked #414.

BFC Planning, Inc. first reported a position in VAW in Q4 2024 and has held it in 7 quarters since. 430 funds tracked by Wall St. Rank hold VAW as of Q2 2026.

BFC Planning, Inc. held 4,144 shares of Vanguard Materials ETF worth $948K as of Q2 2026.
BFC Planning, Inc. bought 612 Vanguard Materials ETF shares in Q2 2026, an estimated $142K.
Vanguard Materials ETF made up 0.04% of BFC Planning, Inc.'s portfolio in Q2 2026, its #414 holding.
BFC Planning, Inc. first reported a position in Vanguard Materials ETF in Q4 2024 and has held it in 7 quarters since.
430 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.