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HBC Financial Services’s Vanguard Materials ETF VAW Stock Holding History

HBC Financial Services’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
2024
Q4 		$9K Hold
49
– – 0.01% 121
2024
Q3 		$10K Buy
+49
New +$9.8K 0.01% 120

Other funds holding VAW

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BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

HBC Financial Services's VAW Position: Q4 2024 in Review

HBC Financial Services held its Vanguard Materials ETF (VAW) position steady in Q4 2024 at 49 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #121.

HBC Financial Services first reported a position in VAW in Q3 2024 and has held it in 2 quarters since. The position peaked at $10K in Q3 2024. 383 funds tracked by Wall St. Rank hold VAW as of Q4 2024.

  • HBC Financial Services held 49 shares of Vanguard Materials ETF worth $9K as of Q4 2024.
  • HBC Financial Services left its Vanguard Materials ETF share count unchanged in Q4 2024.
  • Vanguard Materials ETF made up 0.01% of HBC Financial Services's portfolio in Q4 2024, its #121 holding.
  • HBC Financial Services first reported a position in Vanguard Materials ETF in Q3 2024 and has held it in 2 quarters since.
  • HBC Financial Services's Vanguard Materials ETF position peaked at $10K in Q3 2024.
  • 383 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.