Institutional & Family Asset Management’s Vanguard Materials ETF VAW Stock Holding History

Institutional & Family Asset Management’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
2019 Q2	–	Sell	-68	Closed	-$8K	–	883
2019 Q1	$8K	Sell	68 -111	-62%	-$13.3K	﹤0.01%	548
2018 Q4	$20K	Hold	179	–	–	﹤0.01%	407
2018 Q3	$23K	Buy	179 +68	+61%	+$9.09K	﹤0.01%	429
2018 Q2	$15K	Buy	111 +40	+56%	+$5.32K	﹤0.01%	473
2018 Q1	$9K	Buy	+71	New	+$9.71K	﹤0.01%	531

Other funds holding VAW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Institutional & Family Asset Management's VAW Position: Q2 2019 in Review

Institutional & Family Asset Management sold out of Vanguard Materials ETF (VAW) in Q2 2019, closing a stake of 68 shares — an estimated $8K sold.

Institutional & Family Asset Management first reported a position in VAW in Q1 2018 and held it in 5 quarters. The position peaked at $23K in Q3 2018. 215 funds tracked by Wall St. Rank hold VAW as of Q2 2019.

Institutional & Family Asset Management reported no remaining Vanguard Materials ETF position as of Q2 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 68 Vanguard Materials ETF shares in Q2 2019, an estimated $8K.
Institutional & Family Asset Management first reported a position in Vanguard Materials ETF in Q1 2018 and held it in 5 quarters.
Institutional & Family Asset Management's Vanguard Materials ETF position peaked at $23K in Q3 2018.
215 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2019.

Based on Institutional & Family Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.