Independent Wealth Network’s Vanguard Materials ETF VAW Stock Holding History

Independent Wealth Network’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	$211K	Sell	920 -125	-12%	-$29K	0.05%	309
2026 Q1	$235K	Sell	1,045 -67	-6%	-$15.3K	0.07%	254
2025 Q4	$231K	Buy	1,112 +15	+1%	+$3.02K	0.07%	242
2025 Q3	$225K	Buy	+1,097	New	+$223K	0.07%	244
2023 Q4	–	Sell	-1,278	Closed	-$220K	–	222
2023 Q3	$220K	Sell	1,278 -30	-2%	-$5.42K	0.14%	177
2023 Q2	$238K	Sell	1,308 -68	-5%	-$11.9K	0.14%	170
2023 Q1	$245K	Buy	1,376 +26	+2%	+$4.65K	0.16%	152
2022 Q4	$230K	Buy	+1,350	New	+$227K	0.16%	156
2022 Q2	–	Sell	-1,704	Closed	-$331K	–	215
2022 Q1	$331K	Buy	1,704 +332	+24%	+$62.1K	0.21%	128
2021 Q4	$270K	Buy	1,372 +81	+6%	+$15.3K	0.17%	150
2021 Q3	$246K	Buy	+1,291	New	+$235K	0.16%	161

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

Independent Wealth Network's VAW Position: Q2 2026 in Review

Independent Wealth Network reduced its Vanguard Materials ETF (VAW) stake by 12% in Q2 2026, selling an estimated $29K and leaving 920 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #309.

Independent Wealth Network first reported a position in VAW in Q3 2021 and has held it in 11 quarters since. The position peaked at $331K in Q1 2022. 426 funds tracked by Wall St. Rank hold VAW as of Q2 2026.

Independent Wealth Network held 920 shares of Vanguard Materials ETF worth $211K as of Q2 2026.
Independent Wealth Network sold 125 Vanguard Materials ETF shares in Q2 2026, an estimated $29K.
Vanguard Materials ETF made up 0.05% of Independent Wealth Network's portfolio in Q2 2026, its #309 holding.
Independent Wealth Network first reported a position in Vanguard Materials ETF in Q3 2021 and has held it in 11 quarters since.
Independent Wealth Network's Vanguard Materials ETF position peaked at $331K in Q1 2022.
426 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.