MWA
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Medallion Wealth Advisors’s Vanguard Materials ETF VAW Stock Holding History

Medallion 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 		$11.4K Hold
50
– – ﹤0.01% 714
2026
Q1 		$11.3K Hold
50
– – ﹤0.01% 747
2025
Q4 		$10.4K Hold
50
– – ﹤0.01% 743
2025
Q3 		$10.2K Hold
50
– – ﹤0.01% 741
2025
Q2 		$9.96K Hold
50
– – ﹤0.01% 736
2025
Q1 		$9.47K Hold
50
– – ﹤0.01% 691
2024
Q4 		$9.39K Buy
+50
New +$10.3K ﹤0.01% 673

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

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

Medallion Wealth Advisors held its Vanguard Materials ETF (VAW) position steady in Q2 2026 at 50 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Medallion Wealth Advisors first reported a position in VAW in Q4 2024 and has held it in 7 quarters since. 426 funds tracked by Wall St. Rank hold VAW as of Q2 2026.

  • Medallion Wealth Advisors held 50 shares of Vanguard Materials ETF worth $11.4K as of Q2 2026.
  • Medallion Wealth Advisors left its Vanguard Materials ETF share count unchanged in Q2 2026.
  • Vanguard Materials ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #714 holding.
  • Medallion Wealth Advisors first reported a position in Vanguard Materials ETF in Q4 2024 and has held it in 7 quarters since.
  • 426 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.