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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
Q2 		$27K Buy
265
+3
+1% +$240 ﹤0.01% 705
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 $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

SHP Wealth Management's VAC Position: Q2 2026 in Review

SHP Wealth Management increased its Marriott Vacations Worldwide (VAC) stake by 1.1% in Q2 2026, buying an estimated $240 and bringing the position to 265 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

SHP Wealth Management first reported a position in VAC in Q4 2025 and has held it in 3 quarters since. 373 funds tracked by Wall St. Rank hold VAC as of Q2 2026.

  • SHP Wealth Management held 265 shares of Marriott Vacations Worldwide worth $27K as of Q2 2026.
  • SHP Wealth Management bought 3 Marriott Vacations Worldwide shares in Q2 2026, an estimated $240.
  • Marriott Vacations Worldwide made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #705 holding.
  • SHP Wealth Management first reported a position in Marriott Vacations Worldwide in Q4 2025 and has held it in 3 quarters since.
  • 373 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.