TFO
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Tarbox Family Office’s Vanguard Materials ETF VAW Stock Holding History

Tarbox Family Office’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
2014
Q1 		– Sell
-18
Closed -$2K – 569
2013
Q4 		$2K Buy
+18
New +$1.79K ﹤0.01% 471

Other funds holding VAW

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of America
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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tarbox Family Office's VAW Position: Q1 2014 in Review

Tarbox Family Office sold out of Vanguard Materials ETF (VAW) in Q1 2014, closing a stake of 18 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in VAW in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 97 funds tracked by Wall St. Rank hold VAW as of Q1 2014.

  • Tarbox Family Office reported no remaining Vanguard Materials ETF position as of Q1 2014 after selling out during the quarter.
  • Tarbox Family Office sold 18 Vanguard Materials ETF shares in Q1 2014, an estimated $2K.
  • Tarbox Family Office first reported a position in Vanguard Materials ETF in Q4 2013 and held it in 1 quarter.
  • Tarbox Family Office's Vanguard Materials ETF position peaked at $2K in Q4 2013.
  • 97 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2014.

Based on Tarbox Family Office's 13F filing for Q1 2014, filed 1 May 2014.