SOA Wealth Advisors’s Vanguard Materials ETF VAW Stock Holding History

SOA Wealth Advisors’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	$6.51K	Hold	28	–	–	﹤0.01%	673
2026 Q1	$6.39K	Hold	28	–	–	﹤0.01%	638
2025 Q4	$5.86K	Hold	28	–	–	﹤0.01%	654
2025 Q3	$5.76K	Hold	28	–	–	﹤0.01%	662
2025 Q2	$5.46K	Hold	28	–	–	﹤0.01%	648
2025 Q1	$5.27K	Hold	28	–	–	﹤0.01%	628
2024 Q4	$5.22K	Hold	28	–	–	﹤0.01%	616
2024 Q3	$5.83K	Buy	28 +1	+4%	+$200	﹤0.01%	594
2024 Q2	$5.29K	Hold	27	–	–	﹤0.01%	601
2024 Q1	$5.61K	Hold	27	–	–	﹤0.01%	605
2023 Q4	$5.2K	Hold	27	–	–	﹤0.01%	594
2023 Q3	$4.67K	Hold	27	–	–	﹤0.01%	624
2023 Q2	$4.91K	Hold	27	–	–	﹤0.01%	626
2023 Q1	$4.79K	Hold	27	–	–	﹤0.01%	625
2022 Q4	$4.57K	Sell	27 -52	-66%	-$8.74K	﹤0.01%	634
2022 Q3	$11K	Hold	79	–	–	﹤0.01%	502
2022 Q2	$12K	Hold	79	–	–	﹤0.01%	476
2022 Q1	$15K	Buy	79 +1	+1%	+$187	﹤0.01%	516
2021 Q4	$15K	Hold	78	–	–	﹤0.01%	504
2021 Q3	$13K	Hold	78	–	–	﹤0.01%	537
2021 Q2	$14K	Buy	+78	New	+$14.4K	﹤0.01%	520

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

SOA Wealth Advisors's VAW Position: Q2 2026 in Review

SOA Wealth Advisors held its Vanguard Materials ETF (VAW) position steady in Q2 2026 at 28 shares worth $6.51K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

SOA Wealth Advisors first reported a position in VAW in Q2 2021 and has held it in 21 quarters since. The position peaked at $15K in Q1 2022. 425 funds tracked by Wall St. Rank hold VAW as of Q2 2026.

SOA Wealth Advisors held 28 shares of Vanguard Materials ETF worth $6.51K as of Q2 2026.
SOA Wealth Advisors left its Vanguard Materials ETF share count unchanged in Q2 2026.
Vanguard Materials ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #673 holding.
SOA Wealth Advisors first reported a position in Vanguard Materials ETF in Q2 2021 and has held it in 21 quarters since.
SOA Wealth Advisors's Vanguard Materials ETF position peaked at $15K in Q1 2022.
425 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.