Mutual Advisors’s Vanguard Materials ETF VAW Stock Holding History

Mutual 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 Q1	$428K	Sell	1,900 -60	-3%	-$13.7K	0.01%	954
2025 Q4	$407K	Buy	1,960 +2	+0.1%	+$403	0.01%	971
2025 Q3	$398K	Sell	1,958 -48	-2%	-$9.75K	0.01%	952
2025 Q2	$411K	Buy	2,006 +851	+74%	+$159K	0.01%	868
2025 Q1	$211K	Buy	1,155 +79	+7%	+$15.3K	0.01%	1015
2024 Q4	$210K	Hold	1,076	–	–	0.01%	1007
2024 Q3	$225K	Buy	1,076 +59	+6%	+$11.8K	0.01%	1009
2024 Q2	$205K	Buy	+1,017	New	+$202K	0.01%	1031
2021 Q4	–	Sell	-4,219	Closed	-$731K	–	931
2021 Q3	$731K	Buy	+4,219	New	+$767K	0.04%	432
2019 Q4	–	Sell	-1,624	Closed	-$205K	–	622
2019 Q3	$205K	Buy	+1,624	New	+$204K	0.03%	503
2018 Q4	–	Sell	-1,557	Closed	-$204K	–	489
2018 Q3	$204K	Buy	+1,557	New	+$208K	0.03%	445
2018 Q1	–	Sell	-1,480	Closed	-$202K	–	398
2017 Q4	$202K	Buy	+1,480	New	+$197K	0.08%	273

Other funds holding VAW

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

PCH

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

Mutual Advisors's VAW Position: Q1 2026 in Review

Mutual Advisors reduced its Vanguard Materials ETF (VAW) stake by 3.1% in Q1 2026, selling an estimated $13.7K and leaving 1,900 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #954.

Mutual Advisors first reported a position in VAW in Q4 2017 and has held it in 12 quarters since. The position peaked at $731K in Q3 2021. 406 funds tracked by Wall St. Rank hold VAW as of Q1 2026.

Mutual Advisors held 1,900 shares of Vanguard Materials ETF worth $428K as of Q1 2026.
Mutual Advisors sold 60 Vanguard Materials ETF shares in Q1 2026, an estimated $13.7K.
Vanguard Materials ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #954 holding.
Mutual Advisors first reported a position in Vanguard Materials ETF in Q4 2017 and has held it in 12 quarters since.
Mutual Advisors's Vanguard Materials ETF position peaked at $731K in Q3 2021.
406 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.