HWA
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Heartwood Wealth Advisors’s Vanguard Materials ETF VAW Stock Holding History

Heartwood Wealth Advisors’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
2025
Q4 		– Sell
-100
Closed -$20.5K – 572
2025
Q3 		$20.5K Buy
+100
New +$20.3K ﹤0.01% 360

Other funds holding VAW

Bank of America
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
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Heartwood Wealth Advisors's VAW Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Vanguard Materials ETF (VAW) in Q4 2025, closing a stake of 100 shares — an estimated $20.5K sold.

Heartwood Wealth Advisors first reported a position in VAW in Q3 2025 and held it in 1 quarter. The position peaked at $20.5K in Q3 2025. 403 funds tracked by Wall St. Rank hold VAW as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Vanguard Materials ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 100 Vanguard Materials ETF shares in Q4 2025, an estimated $20.5K.
  • Heartwood Wealth Advisors first reported a position in Vanguard Materials ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Vanguard Materials ETF position peaked at $20.5K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.