JNBA Financial Advisors’s Vanguard Materials ETF VAW Stock Holding History

JNBA Financial Advisors’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
2025 Q3	–	Sell	-2	Closed	-$415	–	674
2025 Q2	$415	Buy	+2	New	+$375	﹤0.01%	639
2024 Q4	–	Sell	-24	Closed	-$5.08K	–	668
2024 Q3	$5.08K	Buy	+24	New	+$4.8K	﹤0.01%	548

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

JNBA Financial Advisors's VAW Position: Q3 2025 in Review

JNBA Financial Advisors sold out of Vanguard Materials ETF (VAW) in Q3 2025, closing a stake of 2 shares — an estimated $415 sold.

JNBA Financial Advisors first reported a position in VAW in Q3 2024 and held it in 2 quarters. The position peaked at $5.08K in Q3 2024. 371 funds tracked by Wall St. Rank hold VAW as of Q3 2025.

JNBA Financial Advisors reported no remaining Vanguard Materials ETF position as of Q3 2025 after selling out during the quarter.
JNBA Financial Advisors sold 2 Vanguard Materials ETF shares in Q3 2025, an estimated $415.
JNBA Financial Advisors first reported a position in Vanguard Materials ETF in Q3 2024 and held it in 2 quarters.
JNBA Financial Advisors's Vanguard Materials ETF position peaked at $5.08K in Q3 2024.
371 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2025.

Based on JNBA Financial Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.