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McDaniel Terry & Co’s Vanguard Materials ETF VAW Stock Holding History

McDaniel Terry & Co’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
2020
Q1 		– Sell
-1,990
Closed -$267K – 83
2019
Q4 		$267K Hold
1,990
– – 0.04% 69
2019
Q3 		$251K Buy
+1,990
New +$250K 0.04% 72

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

McDaniel Terry & Co's VAW Position: Q1 2020 in Review

McDaniel Terry & Co sold out of Vanguard Materials ETF (VAW) in Q1 2020, closing a stake of 1,990 shares — an estimated $267K sold.

McDaniel Terry & Co first reported a position in VAW in Q3 2019 and held it in 2 quarters. The position peaked at $267K in Q4 2019. 207 funds tracked by Wall St. Rank hold VAW as of Q1 2020.

  • McDaniel Terry & Co reported no remaining Vanguard Materials ETF position as of Q1 2020 after selling out during the quarter.
  • McDaniel Terry & Co sold 1,990 Vanguard Materials ETF shares in Q1 2020, an estimated $267K.
  • McDaniel Terry & Co first reported a position in Vanguard Materials ETF in Q3 2019 and held it in 2 quarters.
  • McDaniel Terry & Co's Vanguard Materials ETF position peaked at $267K in Q4 2019.
  • 207 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2020.

Based on McDaniel Terry & Co's 13F filing for Q1 2020, filed 8 May 2020.