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Waverly Advisors’s Vanguard Materials ETF VAW Stock Holding History

Waverly 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 		$358K Buy
1,587
+305
+24% +$69.8K ﹤0.01% 1226
2025
Q4 		$266K Buy
+1,282
New +$258K ﹤0.01% 1264
2014
Q1 		– Sell
-136
Closed -$14K – 827
2013
Q4 		$14K Hold
136
– – ﹤0.01% 513
2013
Q3 		$13K Buy
+136
New +$12.6K 0.01% 417

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

Waverly Advisors's VAW Position: Q1 2026 in Review

Waverly Advisors increased its Vanguard Materials ETF (VAW) stake by 24% in Q1 2026, buying an estimated $69.8K and bringing the position to 1,587 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

Waverly Advisors first reported a position in VAW in Q3 2013 and has held it in 4 quarters since. 406 funds tracked by Wall St. Rank hold VAW as of Q1 2026.

  • Waverly Advisors held 1,587 shares of Vanguard Materials ETF worth $358K as of Q1 2026.
  • Waverly Advisors bought 305 Vanguard Materials ETF shares in Q1 2026, an estimated $69.8K.
  • Vanguard Materials ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1226 holding.
  • Waverly Advisors first reported a position in Vanguard Materials ETF in Q3 2013 and has held it in 4 quarters since.
  • 406 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2026.

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