Key Financial Inc’s Vanguard Materials ETF VAW Stock Holding History

Key Financial Inc’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 Q1	$44.2K	Sell	196 -165	-46%	-$37.8K	0.01%	557
2025 Q4	$74.9K	Hold	361	–	–	0.01%	449
2025 Q3	$73.4K	Sell	361 -5	-1%	-$1.02K	0.01%	445
2025 Q2	$71.3K	Buy	366 +19	+5%	+$3.56K	0.01%	428
2025 Q1	$65.5K	Hold	347	–	–	0.01%	433
2024 Q4	$65.2K	Buy	347 +3	+0.9%	+$617	0.01%	431
2024 Q3	$72.7K	Hold	344	–	–	0.02%	411
2024 Q2	$66.3K	Hold	344	–	–	0.02%	412
2024 Q1	$70.3K	Buy	344 +17	+5%	+$3.23K	0.02%	379
2023 Q4	$62.1K	Buy	327 +125	+62%	+$21.9K	0.02%	385
2023 Q3	$34.8K	Buy	202 +6	+3%	+$1.08K	0.01%	465
2023 Q2	$35.7K	Hold	196	–	–	0.01%	462
2023 Q1	$34.9K	Hold	196	–	–	0.01%	450
2022 Q4	$29.1K	Hold	196	–	–	0.01%	437
2022 Q3	$29K	Hold	196	–	–	0.01%	443
2022 Q2	$32K	Buy	196 +45	+30%	+$8.24K	0.02%	434
2022 Q1	$29K	Hold	151	–	–	0.01%	441
2021 Q4	$30K	Buy	151 +49	+48%	+$9.23K	0.02%	418
2021 Q3	$18K	Hold	102	–	–	0.01%	488
2021 Q2	$19K	Hold	102	–	–	0.01%	479
2021 Q1	$18K	Hold	102	–	–	0.01%	421
2020 Q4	$16K	Buy	+102	New	+$15K	0.01%	405
2020 Q2	–	Sell	-102	Closed	-$10K	–	604
2020 Q1	$10K	Buy	+102	New	+$12.1K	0.01%	411

Other funds holding VAW

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

Bank of America

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

Empower Advisory Group

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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

Raymond James Financial

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

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