Smith Salley Wealth Management’s Vanguard Materials ETF VAW Stock Holding History

Smith Salley Wealth Management’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 Q2	$229K	Hold	1,000	–	–	0.01%	260
2026 Q1	$225K	Hold	1,000	–	–	0.01%	250
2025 Q4	$208K	Hold	1,000	–	–	0.01%	258
2025 Q3	$205K	Buy	+1,000	New	+$203K	0.01%	260

Other funds holding VAW

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PCH

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

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

Smith Salley Wealth Management's VAW Position: Q2 2026 in Review

Smith Salley Wealth Management held its Vanguard Materials ETF (VAW) position steady in Q2 2026 at 1,000 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #260.

Smith Salley Wealth Management first reported a position in VAW in Q3 2025 and has held it in 4 quarters since. 425 funds tracked by Wall St. Rank hold VAW as of Q2 2026.

Smith Salley Wealth Management held 1,000 shares of Vanguard Materials ETF worth $229K as of Q2 2026.
Smith Salley Wealth Management left its Vanguard Materials ETF share count unchanged in Q2 2026.
Vanguard Materials ETF made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #260 holding.
Smith Salley Wealth Management first reported a position in Vanguard Materials ETF in Q3 2025 and has held it in 4 quarters since.
425 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.