Wealth Enhancement Advisory Services
VAC icon

Wealth Enhancement Advisory Services’s Marriott Vacations Worldwide VAC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.53M Buy
14,653
+2,031
+16% +$212K ﹤0.01% 1869
2026
Q2 		$1.24M Buy
12,622
+530
+4% +$42.4K ﹤0.01% 1921
2026
Q1 		$815K Buy
12,092
+1,167
+11% +$72.3K ﹤0.01% 1941
2025
Q4 		$683K Buy
10,925
+4,099
+60% +$242K ﹤0.01% 2238
2025
Q3 		$442K Buy
6,826
+282
+4% +$21.7K ﹤0.01% 2459
2025
Q2 		$524K Buy
6,544
+318
+5% +$20.1K ﹤0.01% 2191
2025
Q1 		$400K Sell
6,226
-7,427
-54% -$590K ﹤0.01% 2206
2024
Q4 		$1.23M Buy
13,653
+5,816
+74% +$504K ﹤0.01% 1439
2024
Q3 		$576K Buy
7,837
+1,874
+31% +$145K ﹤0.01% 1734
2024
Q2 		$521K Buy
5,963
+598
+11% +$56.7K ﹤0.01% 1628
2024
Q1 		$578K Buy
+5,365
New +$484K ﹤0.01% 1493

Other funds holding VAC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Wealth Enhancement Advisory Services's VAC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Marriott Vacations Worldwide (VAC) stake by 16% in Q3 2026, buying an estimated $212K and bringing the position to 14,653 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

Wealth Enhancement Advisory Services first reported a position in VAC in Q1 2024 and has held it in 11 quarters since. 205 funds tracked by Wall St. Rank hold VAC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 14,653 shares of Marriott Vacations Worldwide worth $1.53M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 2,031 Marriott Vacations Worldwide shares in Q3 2026, an estimated $212K.
  • Marriott Vacations Worldwide made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1869 holding.
  • Wealth Enhancement Advisory Services first reported a position in Marriott Vacations Worldwide in Q1 2024 and has held it in 11 quarters since.
  • 205 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.