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Tortoise Investment Management’s Vanguard Materials ETF VAW Stock Holding History

Tortoise Investment Management’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
2024
Q4 		– Sell
-155
Closed -$32.8K – 904
2024
Q3 		$32.8K Buy
155
+84
+118% +$16.8K ﹤0.01% 486
2024
Q2 		$13.7K Hold
71
– – ﹤0.01% 595
2024
Q1 		$14.5K Buy
+71
New +$13.5K ﹤0.01% 571

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tortoise Investment Management's VAW Position: Q4 2024 in Review

Tortoise Investment Management sold out of Vanguard Materials ETF (VAW) in Q4 2024, closing a stake of 155 shares — an estimated $32.8K sold.

Tortoise Investment Management first reported a position in VAW in Q1 2024 and held it in 3 quarters. The position peaked at $32.8K in Q3 2024. 383 funds tracked by Wall St. Rank hold VAW as of Q4 2024.

  • Tortoise Investment Management reported no remaining Vanguard Materials ETF position as of Q4 2024 after selling out during the quarter.
  • Tortoise Investment Management sold 155 Vanguard Materials ETF shares in Q4 2024, an estimated $32.8K.
  • Tortoise Investment Management first reported a position in Vanguard Materials ETF in Q1 2024 and held it in 3 quarters.
  • Tortoise Investment Management's Vanguard Materials ETF position peaked at $32.8K in Q3 2024.
  • 383 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2024.

Based on Tortoise Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.