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Gilpin Wealth Management’s Marriott Vacations Worldwide VAC Stock Holding History

Gilpin Wealth 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
2026
Q3 		$410 Hold
4
– – ﹤0.01% 910
2026
Q2 		$408 Hold
4
– – ﹤0.01% 743
2026
Q1 		$261 Buy
4
+2
+100% +$124 ﹤0.01% 795
2025
Q4 		$116 Buy
+2
New +$118 ﹤0.01% 801

Other funds holding VAC

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's VAC Position: Q3 2026 in Review

Gilpin Wealth Management held its Marriott Vacations Worldwide (VAC) position steady in Q3 2026 at 4 shares worth $410. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Gilpin Wealth Management first reported a position in VAC in Q4 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold VAC as of Q3 2026.

  • Gilpin Wealth Management held 4 shares of Marriott Vacations Worldwide worth $410 as of Q3 2026.
  • Gilpin Wealth Management left its Marriott Vacations Worldwide share count unchanged in Q3 2026.
  • Marriott Vacations Worldwide made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #910 holding.
  • Gilpin Wealth Management first reported a position in Marriott Vacations Worldwide in Q4 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.