MWM
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Moran Wealth Management’s Vanguard Materials ETF VAW Stock Holding History

Moran 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
2023
Q2 		– Sell
-3,524
Closed -$627K – 421
2023
Q1 		$627K Buy
3,524
+141
+4% +$25.2K 0.02% 288
2022
Q4 		$576K Buy
+3,383
New +$569K 0.02% 290

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Moran Wealth Management's VAW Position: Q2 2023 in Review

Moran Wealth Management sold out of Vanguard Materials ETF (VAW) in Q2 2023, closing a stake of 3,524 shares — an estimated $627K sold.

Moran Wealth Management first reported a position in VAW in Q4 2022 and held it in 2 quarters. The position peaked at $627K in Q1 2023. 344 funds tracked by Wall St. Rank hold VAW as of Q2 2023.

  • Moran Wealth Management reported no remaining Vanguard Materials ETF position as of Q2 2023 after selling out during the quarter.
  • Moran Wealth Management sold 3,524 Vanguard Materials ETF shares in Q2 2023, an estimated $627K.
  • Moran Wealth Management first reported a position in Vanguard Materials ETF in Q4 2022 and held it in 2 quarters.
  • Moran Wealth Management's Vanguard Materials ETF position peaked at $627K in Q1 2023.
  • 344 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.