SIAG
VAW icon

Safeguard Investment Advisory Group’s Vanguard Materials ETF VAW Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-11
Closed -$1K – 681
2020
Q4 		$1K Buy
+11
New +$1.62K ﹤0.01% 686

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Safeguard Investment Advisory Group's VAW Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Vanguard Materials ETF (VAW) in Q1 2021, closing a stake of 11 shares — an estimated $1K sold.

Safeguard Investment Advisory Group first reported a position in VAW in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 285 funds tracked by Wall St. Rank hold VAW as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Vanguard Materials ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 11 Vanguard Materials ETF shares in Q1 2021, an estimated $1K.
  • Safeguard Investment Advisory Group first reported a position in Vanguard Materials ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Vanguard Materials ETF position peaked at $1K in Q4 2020.
  • 285 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.