Global Retirement Partners’s Marriott Vacations Worldwide VAC Stock Holding History

Global Retirement Partners’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 Q4	$7.33K	Buy	127 +37	+41%	+$2.19K	﹤0.01%	3290
2025 Q3	$5.99K	Hold	90	–	–	﹤0.01%	2904
2025 Q2	$6.51K	Buy	+90	New	+$5.68K	﹤0.01%	2794
2024 Q4	$7.45K	Hold	83	–	–	﹤0.01%	2506
2024 Q3	$6.1K	Hold	83	–	–	﹤0.01%	2476
2024 Q2	$7.25K	Sell	83 -14	-14%	-$1.33K	﹤0.01%	2451
2024 Q1	$10.4K	Buy	97 +10	+11%	+$903	﹤0.01%	2107
2023 Q4	$7.27K	Hold	87	–	–	﹤0.01%	2186
2023 Q3	$8.38K	Hold	87	–	–	﹤0.01%	2020
2023 Q2	$10.7K	Hold	87	–	–	﹤0.01%	1941
2023 Q1	$11.7K	Buy	87 +4	+5%	+$594	﹤0.01%	1863
2022 Q4	$11.2K	Hold	83	–	–	﹤0.01%	1739
2022 Q3	$12K	Hold	83	–	–	﹤0.01%	1620
2022 Q2	$10K	Sell	83 -5	-6%	-$703	﹤0.01%	1654
2022 Q1	$12K	Buy	+88	New	+$14.2K	﹤0.01%	1562
2019 Q3	–	Sell	-32	Closed	-$3K	–	1688
2019 Q2	$3K	Buy	+32	New	+$3.16K	﹤0.01%	1406

Other funds holding VAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Global Retirement Partners's VAC Position: Q4 2025 in Review

Global Retirement Partners increased its Marriott Vacations Worldwide (VAC) stake by 41% in Q4 2025, buying an estimated $2.19K and bringing the position to 127 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #3290.

Global Retirement Partners first reported a position in VAC in Q2 2019 and has held it in 16 quarters since. The position peaked at $12K in Q3 2022. 336 funds tracked by Wall St. Rank hold VAC as of Q4 2025.

Global Retirement Partners held 127 shares of Marriott Vacations Worldwide worth $7.33K as of Q4 2025.
Global Retirement Partners bought 37 Marriott Vacations Worldwide shares in Q4 2025, an estimated $2.19K.
Marriott Vacations Worldwide made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3290 holding.
Global Retirement Partners first reported a position in Marriott Vacations Worldwide in Q2 2019 and has held it in 16 quarters since.
Global Retirement Partners's Marriott Vacations Worldwide position peaked at $12K in Q3 2022.
336 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.