Simplicity Wealth’s Vanguard Materials ETF VAW Stock Holding History

Simplicity Wealth’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 Q1	$491K	Buy	2,177 +19	+0.9%	+$4.35K	0.03%	456
2025 Q4	$448K	Sell	2,158 -76	-3%	-$15.3K	0.03%	460
2025 Q3	$458K	Buy	+2,234	New	+$454K	0.03%	462
2025 Q2	–	Sell	-2,179	Closed	-$411K	–	663
2025 Q1	$411K	Buy	+2,179	New	+$423K	0.03%	372
2024 Q3	–	Sell	-6,494	Closed	-$1.25M	–	1173
2024 Q2	$1.25M	Sell	6,494 -1,386	-18%	-$275K	0.03%	466
2024 Q1	$1.61M	Buy	+7,880	New	+$1.5M	0.04%	393

Other funds holding VAW

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Simplicity Wealth's VAW Position: Q1 2026 in Review

Simplicity Wealth increased its Vanguard Materials ETF (VAW) stake by 0.88% in Q1 2026, buying an estimated $4.35K and bringing the position to 2,177 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #456.

Simplicity Wealth first reported a position in VAW in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.61M in Q1 2024. 406 funds tracked by Wall St. Rank hold VAW as of Q1 2026.

Simplicity Wealth held 2,177 shares of Vanguard Materials ETF worth $491K as of Q1 2026.
Simplicity Wealth bought 19 Vanguard Materials ETF shares in Q1 2026, an estimated $4.35K.
Vanguard Materials ETF made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #456 holding.
Simplicity Wealth first reported a position in Vanguard Materials ETF in Q1 2024 and has held it in 6 quarters since.
Simplicity Wealth's Vanguard Materials ETF position peaked at $1.61M in Q1 2024.
406 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.