Next Level Wealth Planning’s Vanguard Materials ETF VAW Stock Holding History

Next Level Wealth Planning’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 Q3	$11.1K	Buy	+51	New	+$11.7K	﹤0.01%	326

Other funds holding VAW

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

M Holdings Securities Portland, Oregon $1.6B AUM 23.68% 1-Year Est. Return

Next Level Wealth Planning's VAW Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Vanguard Materials ETF (VAW) in Q3 2026: 51 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #326 among its holdings.

237 funds tracked by Wall St. Rank hold VAW as of Q3 2026.

Next Level Wealth Planning held 51 shares of Vanguard Materials ETF worth $11.1K as of Q3 2026.
Vanguard Materials ETF was a new Next Level Wealth Planning position in Q3 2026.
Vanguard Materials ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #326 holding.
237 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.