SFC
VAW icon

Swisher Financial Concepts’s Vanguard Materials ETF VAW Stock Holding History

Swisher Financial Concepts’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 		$226K Sell
1,005
-40
-4% -$9.15K 0.13% 93
2025
Q4 		$217K Sell
1,045
-17
-2% -$3.43K 0.12% 91
2025
Q3 		$218K Sell
1,062
-296
-22% -$60.1K 0.13% 84
2025
Q2 		$265K Sell
1,358
-40
-3% -$7.49K 0.17% 79
2025
Q1 		$264K Buy
+1,398
New +$271K 0.22% 59
2024
Q4 		– Sell
-3,473
Closed -$687K – 83
2024
Q3 		$687K Buy
3,473
+1,596
+85% +$319K 0.43% 37
2024
Q2 		$357K Buy
+1,877
New +$373K 0.36% 49
2024
Q1 		– Sell
-2,193
Closed -$399K – 88
2023
Q4 		$399K Buy
+2,193
New +$385K 0.38% 45

Other funds holding VAW

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Raymond James Financial
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