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

McClarren 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 Q1	–	Sell	-387	Closed	-$72K	–	369
2024 Q4	$72K	Buy	387 +3	+0.8%	+$617	0.2%	67
2024 Q3	$81	Buy	384 +192	+100%	+$38.4K	0.01%	103
2024 Q2	$73K	Sell	192 -191	-50%	-$37.9K	0.05%	122
2024 Q1	$79K	Buy	383 +2	+0.5%	+$380	0.06%	113
2023 Q4	$72K	Buy	381 +4	+1%	+$702	0.05%	129
2023 Q3	$65K	Buy	377 +1	+0.3%	+$181	0.06%	128
2023 Q2	$68K	Buy	+376	New	+$65.7K	0.06%	131

Other funds holding VAW

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

McClarren Financial Advisors's VAW Position: Q1 2025 in Review

McClarren Financial Advisors sold out of Vanguard Materials ETF (VAW) in Q1 2025, closing a stake of 387 shares — an estimated $72K sold.

McClarren Financial Advisors first reported a position in VAW in Q2 2023 and held it in 7 quarters. The position peaked at $79K in Q1 2024. 375 funds tracked by Wall St. Rank hold VAW as of Q1 2025.

McClarren Financial Advisors reported no remaining Vanguard Materials ETF position as of Q1 2025 after selling out during the quarter.
McClarren Financial Advisors sold 387 Vanguard Materials ETF shares in Q1 2025, an estimated $72K.
McClarren Financial Advisors first reported a position in Vanguard Materials ETF in Q2 2023 and held it in 7 quarters.
McClarren Financial Advisors's Vanguard Materials ETF position peaked at $79K in Q1 2024.
375 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.