Institute for Wealth Management’s Marriott Vacations Worldwide VAC Stock Holding History

Institute for Wealth Management’s Portfolio VAC Stock Details VAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.92K	Buy	+88	New	+$7.05K	﹤0.01%	1342

Other funds holding VAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Institute for Wealth Management's VAC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Marriott Vacations Worldwide (VAC) in Q2 2026: 88 shares worth $8.92K. The stake represents ﹤0.01% of the portfolio and ranks #1342 among its holdings.

187 funds tracked by Wall St. Rank hold VAC as of Q2 2026.

Institute for Wealth Management held 88 shares of Marriott Vacations Worldwide worth $8.92K as of Q2 2026.
Marriott Vacations Worldwide was a new Institute for Wealth Management position in Q2 2026.
Marriott Vacations Worldwide made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1342 holding.
187 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.