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Independent Advisor Alliance’s Vanguard Materials ETF VAW Stock Holding History

Independent Advisor Alliance’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
-9,887
Closed -$2.23M – 1601
2026
Q1 		$2.23M Buy
+9,887
New +$2.26M 0.02% 525
2025
Q3 		– Sell
-1,563
Closed -$305K – 984
2025
Q2 		$305K Buy
+1,563
New +$293K 0.01% 717
2025
Q1 		– Sell
-8,517
Closed -$1.6M – 1333
2024
Q4 		$1.6M Buy
+8,517
New +$1.75M 0.02% 579

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Independent Advisor Alliance's VAW Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard Materials ETF (VAW) in Q2 2026, closing a stake of 9,887 shares — an estimated $2.23M sold.

Independent Advisor Alliance first reported a position in VAW in Q4 2024 and held it in 3 quarters. The position peaked at $2.23M in Q1 2026. 424 funds tracked by Wall St. Rank hold VAW as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Vanguard Materials ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 9,887 Vanguard Materials ETF shares in Q2 2026, an estimated $2.23M.
  • Independent Advisor Alliance first reported a position in Vanguard Materials ETF in Q4 2024 and held it in 3 quarters.
  • Independent Advisor Alliance's Vanguard Materials ETF position peaked at $2.23M in Q1 2026.
  • 424 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.