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Wealthspire Advisors (New York)’s Marriott Vacations Worldwide VAC Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,377
Closed -$91.7K – 2812
2025
Q3 		$91.7K Buy
+1,377
New +$106K ﹤0.01% 1034

Other funds holding VAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s VAC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Marriott Vacations Worldwide (VAC) in Q4 2025, closing a stake of 1,377 shares — an estimated $91.7K sold.

Wealthspire Advisors (New York) first reported a position in VAC in Q3 2025 and held it in 1 quarter. The position peaked at $91.7K in Q3 2025. 336 funds tracked by Wall St. Rank hold VAC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Marriott Vacations Worldwide position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,377 Marriott Vacations Worldwide shares in Q4 2025, an estimated $91.7K.
  • Wealthspire Advisors (New York) first reported a position in Marriott Vacations Worldwide in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Marriott Vacations Worldwide position peaked at $91.7K in Q3 2025.
  • 336 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.