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United Capital Financial Advisors’s Vanguard Materials ETF VAW Stock Holding History

United Capital Financial Advisors’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 		$1.11M Hold
4,945
– – 0.01% 721
2025
Q4 		$1.03M Buy
4,945
+678
+16% +$137K 0.01% 729
2025
Q3 		$874K Hold
4,267
– – 0.01% 684
2025
Q2 		$831K Buy
4,267
+155
+4% +$29K 0.01% 647
2025
Q1 		$776K Hold
4,112
– – 0.01% 626
2024
Q4 		$772K Sell
4,112
-15
-0.4% -$3.09K 0.01% 617
2024
Q3 		$873K Hold
4,127
– – 0.01% 575
2024
Q2 		$795K Hold
4,127
– – 0.01% 585
2024
Q1 		$844K Sell
4,127
-292
-7% -$55.4K 0.01% 600
2023
Q4 		$839K Sell
4,419
-126
-3% -$22.1K 0.01% 592
2023
Q3 		$784K Buy
4,545
+18
+0.4% +$3.25K 0.01% 557
2023
Q2 		$824K Sell
4,527
-46
-1% -$8.04K ﹤0.01% 588
2023
Q1 		$813K Sell
4,573
-620
-12% -$111K ﹤0.01% 631
2022
Q4 		$884K Buy
5,193
+27
+0.5% +$4.54K 0.01% 638
2022
Q3 		$767K Buy
5,166
+154
+3% +$25.4K ﹤0.01% 667
2022
Q2 		$803K Buy
5,012
+4
+0.1% +$732 ﹤0.01% 673
2022
Q1 		$972K Buy
5,008
+35
+0.7% +$6.54K ﹤0.01% 671
2021
Q4 		$979K Buy
4,973
+92
+2% +$17.3K ﹤0.01% 683
2021
Q3 		$845K Sell
4,881
-128
-3% -$23.3K ﹤0.01% 721
2021
Q2 		$906K Sell
5,009
-779
-13% -$144K ﹤0.01% 721
2021
Q1 		$1M Buy
5,788
+69
+1% +$11.4K 0.01% 674
2020
Q4 		$898K Sell
5,719
-334
-6% -$49.2K 0.01% 701
2020
Q3 		$815K Sell
6,053
-73,144
-92% -$9.69M 0.01% 710
2020
Q2 		$9.55M Buy
79,197
+72,444
+1,073% +$8.15M 0.07% 260
2020
Q1 		$650K Sell
6,753
-4,528
-40% -$537K 0.01% 737
2019
Q4 		$1.51M Buy
11,281
+5,367
+91% +$692K 0.01% 657
2019
Q3 		$747K Sell
5,914
-357
-6% -$44.8K 0.01% 833
2019
Q2 		$804K Buy
6,271
+101
+2% +$12.5K 0.01% 884
2019
Q1 		$754K Buy
6,170
+117
+2% +$14K 0.01% 855
2018
Q4 		$671K Sell
6,053
-521
-8% -$61.8K 0.01% 818
2018
Q3 		$862K Buy
6,574
+7
+0.1% +$936 0.01% 821
2018
Q2 		$864K Sell
6,567
-333
-5% -$44.3K 0.01% 796
2018
Q1 		$889K Sell
6,900
-222
-3% -$30.4K 0.01% 799
2017
Q4 		$974K Buy
7,122
+336
+5% +$44.7K 0.01% 785
2017
Q3 		$872K Sell
6,786
-538
-7% -$66.9K 0.01% 811
2017
Q2 		$891K Sell
7,324
-9,742
-57% -$1.17M 0.01% 796
2017
Q1 		$2.03M Buy
17,066
+9,097
+114% +$1.07M 0.02% 564
2016
Q4 		$896K Sell
7,969
-162
-2% -$17.7K 0.01% 780
2016
Q3 		$869K Buy
8,131
+2,161
+36% +$231K 0.01% 811
2016
Q2 		$609K Sell
5,970
-5
-0.1% -$512 0.01% 859
2016
Q1 		$587K Sell
5,975
-830
-12% -$74.5K 0.01% 829
2015
Q4 		$641K Sell
6,805
-1,724
-20% -$166K 0.01% 822
2015
Q3 		$745K Sell
8,529
-386
-4% -$38.1K 0.01% 773
2015
Q2 		$960K Buy
8,915
+501
+6% +$55.7K 0.01% 728
2015
Q1 		$935K Sell
8,414
-55
-0.6% -$5.98K 0.01% 735
2014
Q4 		$910K Hold
8,469
– – 0.01% 672
2014
Q3 		$933K Buy
+8,469
New +$948K 0.02% 619
2014
Q2 		– Sell
-25,412
Closed -$2.7M – 931
2014
Q1 		$2.7M Sell
25,412
-463
-2% -$47.7K 0.06% 309
2013
Q4 		$2.67M Buy
25,875
+140
+0.5% +$13.9K 0.09% 205
2013
Q3 		$2.45M Sell
25,735
-139
-0.5% -$12.8K 0.08% 227
2013
Q2 		$2.24M Buy
+25,874
New +$2.3M 0.06% 291

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 $377B 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 $530B 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

United Capital Financial Advisors's VAW Position: Q1 2026 in Review

United Capital Financial Advisors held its Vanguard Materials ETF (VAW) position steady in Q1 2026 at 4,945 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #721.

United Capital Financial Advisors first reported a position in VAW in Q2 2013 and has held it in 51 quarters since. The position peaked at $9.55M in Q2 2020. 406 funds tracked by Wall St. Rank hold VAW as of Q1 2026.

  • United Capital Financial Advisors held 4,945 shares of Vanguard Materials ETF worth $1.11M as of Q1 2026.
  • United Capital Financial Advisors left its Vanguard Materials ETF share count unchanged in Q1 2026.
  • Vanguard Materials ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #721 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Materials ETF in Q2 2013 and has held it in 51 quarters since.
  • United Capital Financial Advisors's Vanguard Materials ETF position peaked at $9.55M in Q2 2020.
  • 406 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.