Surevest’s Vanguard Materials ETF VAW Stock Holding History

Surevest’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
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	498
2022 Q2	$2K	Buy	+10	New	+$1.83K	﹤0.01%	437

Other funds holding VAW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Surevest's VAW Position: Q3 2022 in Review

Surevest held its Vanguard Materials ETF (VAW) position steady in Q3 2022 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Surevest first reported a position in VAW in Q2 2022 and has held it in 2 quarters since. The position peaked at $2K in Q2 2022. 325 funds tracked by Wall St. Rank hold VAW as of Q3 2022.

Surevest held 10 shares of Vanguard Materials ETF worth $1K as of Q3 2022.
Surevest left its Vanguard Materials ETF share count unchanged in Q3 2022.
Vanguard Materials ETF made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #498 holding.
Surevest first reported a position in Vanguard Materials ETF in Q2 2022 and has held it in 2 quarters since.
Surevest's Vanguard Materials ETF position peaked at $2K in Q2 2022.
325 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.