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Spire Wealth Management’s Vanguard Materials ETF VAW Stock Holding History

Spire 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
2025
Q1 		– Sell
-31
Closed -$5.85K – 2581
2024
Q4 		$5.85K Buy
+31
New +$6.38K ﹤0.01% 2003
2022
Q2 		– Sell
-40
Closed -$8K – 2839
2022
Q1 		$8K Buy
+40
New +$7.48K ﹤0.01% 2127
2021
Q3 		– Sell
-70
Closed -$13K – 2656
2021
Q2 		$13K Sell
70
-70
-50% -$12.9K ﹤0.01% 2040
2021
Q1 		$24K Buy
+140
New +$23K ﹤0.01% 2082

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Spire Wealth Management's VAW Position: Q1 2025 in Review

Spire Wealth Management sold out of Vanguard Materials ETF (VAW) in Q1 2025, closing a stake of 31 shares — an estimated $5.85K sold.

Spire Wealth Management first reported a position in VAW in Q1 2021 and held it in 4 quarters. The position peaked at $24K in Q1 2021. 375 funds tracked by Wall St. Rank hold VAW as of Q1 2025.

  • Spire Wealth Management reported no remaining Vanguard Materials ETF position as of Q1 2025 after selling out during the quarter.
  • Spire Wealth Management sold 31 Vanguard Materials ETF shares in Q1 2025, an estimated $5.85K.
  • Spire Wealth Management first reported a position in Vanguard Materials ETF in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's Vanguard Materials ETF position peaked at $24K in Q1 2021.
  • 375 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.