Plante Moran Financial Advisors’s Vanguard Materials ETF VAW Stock Holding History

Plante Moran Financial 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
2025 Q1	–	Sell	-104	Closed	-$19.5K	–	971
2024 Q4	$19.5K	Hold	104	–	–	﹤0.01%	492
2024 Q3	$22K	Hold	104	–	–	﹤0.01%	513
2024 Q2	$20K	Hold	104	–	–	﹤0.01%	480
2024 Q1	$21.3K	Hold	104	–	–	﹤0.01%	498
2023 Q4	$19.8K	Sell	104 -2	-2%	-$351	﹤0.01%	457
2023 Q3	$18.3K	Buy	106 +2	+2%	+$361	﹤0.01%	444
2023 Q2	$18.9K	Hold	104	–	–	﹤0.01%	456
2023 Q1	$18.5K	Hold	104	–	–	﹤0.01%	458
2022 Q4	$17.7K	Hold	104	–	–	﹤0.01%	489
2022 Q3	$15K	Buy	+104	New	+$17.2K	﹤0.01%	525
2020 Q2	–	Sell	-102	Closed	-$10K	–	851
2020 Q1	$10K	Buy	+102	New	+$12.1K	﹤0.01%	502
2019 Q1	–	Sell	-105	Closed	-$12K	–	943
2018 Q4	$12K	Hold	105	–	–	﹤0.01%	485
2018 Q3	$14K	Buy	+105	New	+$14K	﹤0.01%	463
2016 Q1	–	Sell	-11	Closed	-$1K	–	1037
2015 Q4	$1K	Buy	+11	New	+$1.06K	﹤0.01%	918

Other funds holding VAW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Plante Moran Financial Advisors's VAW Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Vanguard Materials ETF (VAW) in Q1 2025, closing a stake of 104 shares — an estimated $19.5K sold.

Plante Moran Financial Advisors first reported a position in VAW in Q4 2015 and held it in 14 quarters. The position peaked at $22K in Q3 2024. 375 funds tracked by Wall St. Rank hold VAW as of Q1 2025.

Plante Moran Financial Advisors reported no remaining Vanguard Materials ETF position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 104 Vanguard Materials ETF shares in Q1 2025, an estimated $19.5K.
Plante Moran Financial Advisors first reported a position in Vanguard Materials ETF in Q4 2015 and held it in 14 quarters.
Plante Moran Financial Advisors's Vanguard Materials ETF position peaked at $22K in Q3 2024.
375 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.