Winch Advisory Services’s Vanguard Materials ETF VAW Stock Holding History

Winch Advisory Services’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 Q2	$417K	Buy	1,822 +6	+0.3%	+$1.39K	0.09%	83
2026 Q1	$409K	Buy	1,816 +7	+0.4%	+$1.6K	0.09%	83
2025 Q4	$376K	Buy	1,809 +7	+0.4%	+$1.41K	0.08%	82
2025 Q3	$369K	Buy	1,802 +7	+0.4%	+$1.42K	0.08%	84
2025 Q2	$350K	Sell	1,795 -26	-1%	-$4.87K	0.09%	79
2025 Q1	$344K	Sell	1,821 -17	-0.9%	-$3.3K	0.09%	77
2024 Q4	$345K	Buy	1,838 +15	+0.8%	+$3.09K	0.09%	73
2024 Q3	$385K	Buy	1,823 +8	+0.4%	+$1.6K	0.11%	69
2024 Q2	$350K	Hold	1,815	–	–	0.1%	69
2024 Q1	$371K	Buy	1,815 +6	+0.3%	+$1.14K	0.11%	68
2023 Q4	$344K	Buy	1,809 +18	+1%	+$3.16K	0.11%	68
2023 Q3	$309K	Sell	1,791 -106	-6%	-$19.2K	0.11%	67
2023 Q2	$345K	Hold	1,897	–	–	0.12%	65
2023 Q1	$337K	Buy	1,897 +5	+0.3%	+$894	0.13%	65
2022 Q4	$322K	Buy	1,892 +129	+7%	+$21.7K	0.14%	66
2022 Q3	$262K	Hold	1,763	–	–	0.11%	65
2022 Q2	$282K	Buy	1,763 +34	+2%	+$6.22K	0.12%	65
2022 Q1	$336K	Sell	1,729 -290	-14%	-$54.2K	0.12%	62
2021 Q4	$397K	Buy	2,019 +58	+3%	+$10.9K	0.13%	59
2021 Q3	$340K	Hold	1,961	–	–	0.12%	61
2021 Q2	$354K	Buy	1,961 +1,301	+197%	+$240K	0.13%	58
2021 Q1	$114K	Buy	660 +615	+1,367%	+$101K	0.05%	77
2020 Q4	$7K	Buy	+45	New	+$6.62K	﹤0.01%	268

Other funds holding VAW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Winch Advisory Services's VAW Position: Q2 2026 in Review

Winch Advisory Services increased its Vanguard Materials ETF (VAW) stake by 0.33% in Q2 2026, buying an estimated $1.39K and bringing the position to 1,822 shares worth $417K. The position accounts for 0.09% of the portfolio, ranked #83.

Winch Advisory Services first reported a position in VAW in Q4 2020 and has held it in 23 quarters since. 424 funds tracked by Wall St. Rank hold VAW as of Q2 2026.

Winch Advisory Services held 1,822 shares of Vanguard Materials ETF worth $417K as of Q2 2026.
Winch Advisory Services bought 6 Vanguard Materials ETF shares in Q2 2026, an estimated $1.39K.
Vanguard Materials ETF made up 0.09% of Winch Advisory Services's portfolio in Q2 2026, its #83 holding.
Winch Advisory Services first reported a position in Vanguard Materials ETF in Q4 2020 and has held it in 23 quarters since.
424 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.