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Southland Equity Partners’s Vanguard Materials ETF VAW Stock Holding History

Southland Equity Partners’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
Q3 		– Sell
-6,147
Closed -$1.41M – 313
2026
Q2 		$1.41M Buy
+6,147
New +$1.43M 0.25% 78

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GWMT
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FCM
Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Southland Equity Partners's VAW Position: Q3 2026 in Review

Southland Equity Partners sold out of Vanguard Materials ETF (VAW) in Q3 2026, closing a stake of 6,147 shares — an estimated $1.41M sold.

Southland Equity Partners first reported a position in VAW in Q2 2026 and held it in 1 quarter. The position peaked at $1.41M in Q2 2026. 40 funds tracked by Wall St. Rank hold VAW as of Q3 2026.

  • Southland Equity Partners reported no remaining Vanguard Materials ETF position as of Q3 2026 after selling out during the quarter.
  • Southland Equity Partners sold 6,147 Vanguard Materials ETF shares in Q3 2026, an estimated $1.41M.
  • Southland Equity Partners first reported a position in Vanguard Materials ETF in Q2 2026 and held it in 1 quarter.
  • Southland Equity Partners's Vanguard Materials ETF position peaked at $1.41M in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2026.

Based on Southland Equity Partners's 13F filing for Q3 2026, filed 14 Oct 2026.