JF
VAW icon

Joule Financial’s Vanguard Materials ETF VAW Stock Holding History

Joule Financial’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 		$793K Sell
3,463
-355
-9% -$82.4K 0.21% 47
2026
Q1 		$861K Buy
3,818
+14
+0.4% +$3.2K 0.25% 43
2025
Q4 		$790K Sell
3,804
-148
-4% -$29.8K 0.24% 43
2025
Q3 		$810K Buy
3,952
+95
+2% +$19.3K 0.24% 48
2025
Q2 		$751K Buy
3,857
+119
+3% +$22.3K 0.24% 51
2025
Q1 		$706K Buy
3,738
+331
+10% +$64.2K 0.25% 47
2024
Q4 		$640K Buy
3,407
+139
+4% +$28.6K 0.23% 50
2024
Q3 		$694K Sell
3,268
-468
-13% -$93.6K 0.25% 47
2024
Q2 		$723K Buy
3,736
+38
+1% +$7.55K 0.29% 42
2024
Q1 		$756K Buy
3,698
+242
+7% +$45.9K 0.31% 39
2023
Q4 		$657K Buy
3,456
+85
+3% +$14.9K 0.31% 43
2023
Q3 		$584K Buy
3,371
+438
+15% +$79.2K 0.3% 46
2023
Q2 		$536K Buy
2,933
+62
+2% +$10.8K 0.28% 46
2023
Q1 		$510K Buy
2,871
+60
+2% +$10.7K 0.27% 46
2022
Q4 		$478K Buy
2,811
+5
+0.2% +$840 0.32% 43
2022
Q3 		$416K Buy
2,806
+70
+3% +$11.5K 0.31% 51
2022
Q2 		$438K Buy
+2,736
New +$501K 0.34% 49

Other funds holding VAW

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
LFS
Lighthouse Financial Services Brea, California $476M AUM
JMBAI
J. M. Brown & Associates Inc. Tulsa, Oklahoma $175M AUM
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
SCI
Silver Coast Investments San Diego, United States $336M AUM 19.53% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Joule Financial's VAW Position: Q2 2026 in Review

Joule Financial reduced its Vanguard Materials ETF (VAW) stake by 9.3% in Q2 2026, selling an estimated $82.4K and leaving 3,463 shares worth $793K. The position accounts for 0.21% of the portfolio, ranked #47.

Joule Financial first reported a position in VAW in Q2 2022 and has held it in 17 quarters since. The position peaked at $861K in Q1 2026. 126 funds tracked by Wall St. Rank hold VAW as of Q2 2026.

  • Joule Financial held 3,463 shares of Vanguard Materials ETF worth $793K as of Q2 2026.
  • Joule Financial sold 355 Vanguard Materials ETF shares in Q2 2026, an estimated $82.4K.
  • Vanguard Materials ETF made up 0.21% of Joule Financial's portfolio in Q2 2026, its #47 holding.
  • Joule Financial first reported a position in Vanguard Materials ETF in Q2 2022 and has held it in 17 quarters since.
  • Joule Financial's Vanguard Materials ETF position peaked at $861K in Q1 2026.
  • 126 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2026.

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