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SHP Wealth Management’s Marriott Vacations Worldwide VAC Stock Holding History

SHP Wealth Management’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.1K Buy
262
+6
+2% +$372 ﹤0.01% 768
2025
Q4 		$14.8K Buy
+256
New +$15.1K ﹤0.01% 741

Other funds holding VAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

SHP Wealth Management's VAC Position: Q1 2026 in Review

SHP Wealth Management increased its Marriott Vacations Worldwide (VAC) stake by 2.3% in Q1 2026, buying an estimated $372 and bringing the position to 262 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

SHP Wealth Management first reported a position in VAC in Q4 2025 and has held it in 2 quarters since. 344 funds tracked by Wall St. Rank hold VAC as of Q1 2026.

  • SHP Wealth Management held 262 shares of Marriott Vacations Worldwide worth $17.1K as of Q1 2026.
  • SHP Wealth Management bought 6 Marriott Vacations Worldwide shares in Q1 2026, an estimated $372.
  • Marriott Vacations Worldwide made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #768 holding.
  • SHP Wealth Management first reported a position in Marriott Vacations Worldwide in Q4 2025 and has held it in 2 quarters since.
  • 344 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.