Guardian Wealth Advisors (North Carolina)’s Vanguard Materials ETF VAW Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-72	Closed	-$16.2K	–	594
2026 Q1	$16.2K	Buy	+72	New	+$16.5K	﹤0.01%	516
2025 Q3	–	Sell	-71	Closed	-$13.9K	–	540
2025 Q2	$13.9K	Hold	71	–	–	﹤0.01%	464
2025 Q1	$13.4K	Sell	71 -29	-29%	-$5.62K	﹤0.01%	447
2024 Q4	$18.9K	Buy	100 +30	+43%	+$6.17K	﹤0.01%	416
2024 Q3	$14.8K	Hold	70	–	–	﹤0.01%	370
2024 Q2	$13.4K	Hold	70	–	–	﹤0.01%	360
2024 Q1	$14.3K	Buy	70 +27	+63%	+$5.13K	﹤0.01%	371
2023 Q4	$8.09K	Buy	43 +1	+2%	+$176	﹤0.01%	389
2023 Q3	$7.31K	Hold	42	–	–	﹤0.01%	366
2023 Q2	$7.67K	Hold	42	–	–	﹤0.01%	354
2023 Q1	$7.46K	Buy	+42	New	+$7.51K	﹤0.01%	347

Other funds holding VAW

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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 22.96% 1-Year Est. Return

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

PCH

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

Guardian Wealth Advisors (North Carolina)'s VAW Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Vanguard Materials ETF (VAW) in Q2 2026, closing a stake of 72 shares — an estimated $16.2K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in VAW in Q1 2023 and held it in 11 quarters. The position peaked at $18.9K in Q4 2024. 424 funds tracked by Wall St. Rank hold VAW as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Vanguard Materials ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 72 Vanguard Materials ETF shares in Q2 2026, an estimated $16.2K.
Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Materials ETF in Q1 2023 and held it in 11 quarters.
Guardian Wealth Advisors (North Carolina)'s Vanguard Materials ETF position peaked at $18.9K in Q4 2024.
424 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.