Planning Strategies Inc.’s Vanguard Materials ETF VAW Stock Holding History

Planning Strategies Inc.’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	$733K	Buy	+3,203	New	+$743K	0.46%	35

Other funds holding VAW

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

Lighthouse Financial Services Brea, California $476M AUM

J. M. Brown & Associates Inc. Tulsa, Oklahoma $175M AUM

Planning Strategies Inc.'s VAW Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard Materials ETF (VAW) in Q2 2026: 3,203 shares worth $733K. The stake represents 0.46% of the portfolio and ranks #35 among its holdings.

171 funds tracked by Wall St. Rank hold VAW as of Q2 2026.

Planning Strategies Inc. held 3,203 shares of Vanguard Materials ETF worth $733K as of Q2 2026.
Vanguard Materials ETF was a new Planning Strategies Inc. position in Q2 2026.
Vanguard Materials ETF made up 0.46% of Planning Strategies Inc.'s portfolio in Q2 2026, its #35 holding.
171 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.