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WFG Advisors’s Vanguard Materials ETF VAW Stock Holding History

WFG 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
2014
Q4 		– Sell
-286
Closed -$32K – 2249
2014
Q3 		$32K Hold
286
– – 0.01% 1090
2014
Q2 		$32K Hold
286
– – 0.01% 1085
2014
Q1 		$30K Hold
286
– – 0.01% 1101
2013
Q4 		$30K Sell
286
-58
-17% -$5.77K ﹤0.01% 1177
2013
Q3 		$33K Buy
344
+58
+20% +$5.36K 0.01% 1085
2013
Q2 		$25K Buy
+286
New +$25.4K ﹤0.01% 1136

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WFG Advisors's VAW Position: Q4 2014 in Review

WFG Advisors sold out of Vanguard Materials ETF (VAW) in Q4 2014, closing a stake of 286 shares — an estimated $32K sold.

WFG Advisors first reported a position in VAW in Q2 2013 and held it in 6 quarters. The position peaked at $33K in Q3 2013. 110 funds tracked by Wall St. Rank hold VAW as of Q4 2014.

  • WFG Advisors reported no remaining Vanguard Materials ETF position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 286 Vanguard Materials ETF shares in Q4 2014, an estimated $32K.
  • WFG Advisors first reported a position in Vanguard Materials ETF in Q2 2013 and held it in 6 quarters.
  • WFG Advisors's Vanguard Materials ETF position peaked at $33K in Q3 2013.
  • 110 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.