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Laidlaw Wealth Management’s Vanguard Materials ETF VAW Stock Holding History

Laidlaw Wealth 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
2025
Q1 		– Sell
-1,866
Closed -$351K – 149
2024
Q4 		$351K Buy
1,866
+51
+3% +$10.5K 0.15% 130
2024
Q3 		$384K Buy
1,815
+16
+0.9% +$3.2K 0.19% 122
2024
Q2 		$347K Sell
1,799
-14
-0.8% -$2.78K 0.19% 121
2024
Q1 		$371K Sell
1,813
-24
-1% -$4.56K 0.21% 119
2023
Q4 		$349K Sell
1,837
-403
-18% -$70.7K 0.13% 166
2023
Q3 		$386K Sell
2,240
-287
-11% -$51.9K 0.13% 174
2023
Q2 		$460K Sell
2,527
-170
-6% -$29.7K 0.09% 205
2023
Q1 		$480K Sell
2,697
-682
-20% -$122K 0.1% 205
2022
Q4 		$575K Buy
3,379
+250
+8% +$42K 0.12% 180
2022
Q3 		$464K Sell
3,129
-251
-7% -$41.4K 0.11% 182
2022
Q2 		$542K Buy
3,380
+1,259
+59% +$230K 0.11% 188
2022
Q1 		$412K Buy
2,121
+36
+2% +$6.73K 0.07% 248
2021
Q4 		$410K Sell
2,085
-447
-18% -$84.2K 0.07% 255
2021
Q3 		$439K Sell
2,532
-573
-18% -$104K 0.11% 165
2021
Q2 		$561K Buy
3,105
+439
+16% +$81.1K 0.14% 136
2021
Q1 		$461K Buy
2,666
+643
+32% +$106K 0.16% 134
2020
Q4 		$317K Buy
2,023
+481
+31% +$70.8K 0.07% 249
2020
Q3 		$208K Buy
+1,542
New +$204K 0.09% 190

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Laidlaw Wealth Management's VAW Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Vanguard Materials ETF (VAW) in Q1 2025, closing a stake of 1,866 shares — an estimated $351K sold.

Laidlaw Wealth Management first reported a position in VAW in Q3 2020 and held it in 18 quarters. The position peaked at $575K in Q4 2022. 375 funds tracked by Wall St. Rank hold VAW as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Vanguard Materials ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 1,866 Vanguard Materials ETF shares in Q1 2025, an estimated $351K.
  • Laidlaw Wealth Management first reported a position in Vanguard Materials ETF in Q3 2020 and held it in 18 quarters.
  • Laidlaw Wealth Management's Vanguard Materials ETF position peaked at $575K in Q4 2022.
  • 375 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.