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 Q2	$88.1K	Sell	385 -620	-62%	-$144K	0.06%	94
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Swisher Financial Concepts's VAW Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Vanguard Materials ETF (VAW) stake by 62% in Q2 2026, selling an estimated $144K and leaving 385 shares worth $88.1K. The position accounts for 0.06% of the portfolio, ranked #94.

Swisher Financial Concepts first reported a position in VAW in Q4 2023 and has held it in 9 quarters since. The position peaked at $687K in Q3 2024. 424 funds tracked by Wall St. Rank hold VAW as of Q2 2026.

Swisher Financial Concepts held 385 shares of Vanguard Materials ETF worth $88.1K as of Q2 2026.
Swisher Financial Concepts sold 620 Vanguard Materials ETF shares in Q2 2026, an estimated $144K.
Vanguard Materials ETF made up 0.06% of Swisher Financial Concepts's portfolio in Q2 2026, its #94 holding.
Swisher Financial Concepts first reported a position in Vanguard Materials ETF in Q4 2023 and has held it in 9 quarters since.
Swisher Financial Concepts's Vanguard Materials ETF position peaked at $687K in Q3 2024.
424 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.