Summit Financial’s Vanguard Materials ETF VAW Stock Holding History

Summit Financial’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	$725K	Buy	3,217 +6	+0.2%	+$1.37K	0.01%	889
2025 Q4	$666K	Buy	3,211 +7	+0.2%	+$1.41K	0.01%	797
2025 Q3	$656K	Buy	3,204 +33	+1%	+$6.7K	0.01%	789
2025 Q2	$618K	Sell	3,171 -89	-3%	-$16.7K	0.01%	522
2025 Q1	$615K	Buy	3,260 +4	+0.1%	+$776	0.02%	464
2024 Q4	$612K	Buy	3,256 +765	+31%	+$157K	0.02%	413
2024 Q3	$529K	Buy	2,491 +104	+4%	+$20.8K	0.02%	364
2024 Q2	$462K	Hold	2,387	–	–	0.02%	337
2024 Q1	$488K	Buy	2,387 +4	+0.2%	+$759	0.03%	256
2023 Q4	$453K	Buy	2,383 +10	+0.4%	+$1.75K	0.03%	255
2023 Q3	$411K	Buy	2,373 +5	+0.2%	+$904	0.03%	262
2023 Q2	$433K	Buy	2,368 +1,118	+89%	+$195K	0.03%	244
2023 Q1	$222K	Buy	+1,250	New	+$224K	0.02%	236

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

Summit Financial's VAW Position: Q1 2026 in Review

Summit Financial increased its Vanguard Materials ETF (VAW) stake by 0.19% in Q1 2026, buying an estimated $1.37K and bringing the position to 3,217 shares worth $725K. The position accounts for 0.01% of the portfolio, ranked #889.

Summit Financial first reported a position in VAW in Q1 2023 and has held it in 13 quarters since. 406 funds tracked by Wall St. Rank hold VAW as of Q1 2026.

Summit Financial held 3,217 shares of Vanguard Materials ETF worth $725K as of Q1 2026.
Summit Financial bought 6 Vanguard Materials ETF shares in Q1 2026, an estimated $1.37K.
Vanguard Materials ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #889 holding.
Summit Financial first reported a position in Vanguard Materials ETF in Q1 2023 and has held it in 13 quarters since.
406 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.