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Whipplewood Advisors’s Marriott Vacations Worldwide VAC Stock Holding History

Whipplewood Advisors’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
Q2 		$2.34K Hold
23
– – ﹤0.01% 401
2026
Q1 		$1.5K Hold
23
– – ﹤0.01% 824
2025
Q4 		$1.33K Hold
23
– – ﹤0.01% 383
2025
Q3 		$1.53K Hold
23
– – ﹤0.01% 286
2025
Q2 		$1.66K Sell
23
-91
-80% -$5.74K ﹤0.01% 913
2025
Q1 		$1.48K Buy
114
+91
+396% +$7.23K ﹤0.01% 947
2024
Q4 		$2.06K Buy
+23
New +$1.99K ﹤0.01% 870

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 $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Whipplewood Advisors's VAC Position: Q2 2026 in Review

Whipplewood Advisors held its Marriott Vacations Worldwide (VAC) position steady in Q2 2026 at 23 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Whipplewood Advisors first reported a position in VAC in Q4 2024 and has held it in 7 quarters since. 371 funds tracked by Wall St. Rank hold VAC as of Q2 2026.

  • Whipplewood Advisors held 23 shares of Marriott Vacations Worldwide worth $2.34K as of Q2 2026.
  • Whipplewood Advisors left its Marriott Vacations Worldwide share count unchanged in Q2 2026.
  • Marriott Vacations Worldwide made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #401 holding.
  • Whipplewood Advisors first reported a position in Marriott Vacations Worldwide in Q4 2024 and has held it in 7 quarters since.
  • 371 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.