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Kingswood Wealth Advisors’s Vanguard Materials ETF VAW Stock Holding History

Kingswood Wealth 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
2026
Q2 		$6.34M Buy
27,696
+10,640
+62% +$2.47M 0.26% 93
2026
Q1 		$3.84M Buy
+17,056
New +$3.9M 0.18% 129
2025
Q1 		– Sell
-1,610
Closed -$303K – 824
2024
Q4 		$303K Sell
1,610
-6,744
-81% -$1.39M 0.02% 602
2024
Q3 		$1.77M Buy
+8,354
New +$1.67M 0.13% 183

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kingswood Wealth Advisors's VAW Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Vanguard Materials ETF (VAW) stake by 62% in Q2 2026, buying an estimated $2.47M and bringing the position to 27,696 shares worth $6.34M. The position accounts for 0.26% of the portfolio, ranked #93.

Kingswood Wealth Advisors first reported a position in VAW in Q3 2024 and has held it in 4 quarters since. 424 funds tracked by Wall St. Rank hold VAW as of Q2 2026.

  • Kingswood Wealth Advisors held 27,696 shares of Vanguard Materials ETF worth $6.34M as of Q2 2026.
  • Kingswood Wealth Advisors bought 10,640 Vanguard Materials ETF shares in Q2 2026, an estimated $2.47M.
  • Vanguard Materials ETF made up 0.26% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Kingswood Wealth Advisors first reported a position in Vanguard Materials ETF in Q3 2024 and has held it in 4 quarters since.
  • 424 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.