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

Mission 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
2026 Q2	$541K	Buy	2,366 +1,131	+92%	+$262K	0.01%	660
2026 Q1	$278K	Hold	1,235	–	–	0.01%	630
2025 Q4	$256K	Hold	1,235	–	–	0.01%	642
2025 Q3	$253K	Sell	1,235 -156	-11%	-$31.7K	0.01%	624
2025 Q2	$271K	Buy	+1,391	New	+$261K	0.01%	598

Other funds holding VAW

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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mission Wealth Management's VAW Position: Q2 2026 in Review

Mission Wealth Management increased its Vanguard Materials ETF (VAW) stake by 92% in Q2 2026, buying an estimated $262K and bringing the position to 2,366 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #660.

Mission Wealth Management first reported a position in VAW in Q2 2025 and has held it in 5 quarters since. 427 funds tracked by Wall St. Rank hold VAW as of Q2 2026.

Mission Wealth Management held 2,366 shares of Vanguard Materials ETF worth $541K as of Q2 2026.
Mission Wealth Management bought 1,131 Vanguard Materials ETF shares in Q2 2026, an estimated $262K.
Vanguard Materials ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #660 holding.
Mission Wealth Management first reported a position in Vanguard Materials ETF in Q2 2025 and has held it in 5 quarters since.
427 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.