IFG
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Independent Financial Group’s Vanguard Materials ETF VAW Stock Holding History

Independent Financial Group’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 		$1.1M Buy
4,817
+500
+12% +$116K 0.02% 648
2026
Q1 		$973K Sell
4,317
-525
-11% -$120K 0.02% 637
2025
Q4 		$1M Sell
4,842
-31
-0.6% -$6.25K 0.02% 616
2025
Q3 		$998K Buy
4,873
+273
+6% +$55.5K 0.02% 597
2025
Q2 		$896K Sell
4,600
-47
-1% -$8.81K 0.02% 579
2025
Q1 		$877K Buy
4,647
+668
+17% +$130K 0.03% 514
2024
Q4 		$747K Buy
3,979
+24
+0.6% +$4.94K 0.02% 565
2024
Q3 		$836K Buy
3,955
+1,085
+38% +$217K 0.03% 494
2024
Q2 		$553K Buy
2,870
+13
+0.5% +$2.58K 0.02% 574
2024
Q1 		$584K Sell
2,857
-149
-5% -$28.3K 0.03% 535
2023
Q4 		$571K Buy
3,006
+401
+15% +$70.4K 0.03% 517
2023
Q3 		$449K Sell
2,605
-4
-0.2% -$723 0.03% 527
2023
Q2 		$475K Buy
2,609
+20
+0.8% +$3.5K 0.03% 490
2023
Q1 		$460K Sell
2,589
-108
-4% -$19.3K 0.04% 473
2022
Q4 		$459K Sell
2,697
-67
-2% -$11.3K 0.04% 435
2022
Q3 		$410K Buy
2,764
+1,279
+86% +$211K 0.04% 449
2022
Q2 		$238K Buy
1,485
+245
+20% +$44.9K 0.03% 581
2022
Q1 		$241K Sell
1,240
-1,250
-50% -$234K 0.02% 681
2021
Q4 		$490K Buy
+2,490
New +$469K 0.04% 426

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 Financial Group's VAW Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard Materials ETF (VAW) stake by 12% in Q2 2026, buying an estimated $116K and bringing the position to 4,817 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #648.

Independent Financial Group first reported a position in VAW in Q4 2021 and has held it in 19 quarters since. 424 funds tracked by Wall St. Rank hold VAW as of Q2 2026.

  • Independent Financial Group held 4,817 shares of Vanguard Materials ETF worth $1.1M as of Q2 2026.
  • Independent Financial Group bought 500 Vanguard Materials ETF shares in Q2 2026, an estimated $116K.
  • Vanguard Materials ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #648 holding.
  • Independent Financial Group first reported a position in Vanguard Materials ETF in Q4 2021 and has held it in 19 quarters since.
  • 424 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.