VAW Institutional Ownership
Vanguard Materials ETF
1W: -1.7%
1M: -7.3%
3M: -5.3%
YTD: +4.2%
1Y: +8.6%
3Y: +33.5%
5Y: +34.0%
$219.85
+2.17 (+1.00%)
Weekly Expected Move ±2.0%
$211
$215
$220
$224
$229
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — VAW
460
Institutional Holders
+16 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
53
New Positions
126
Increased
163
Reduced
30
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (489 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 429,714 | $94M | +11,720 | +2.8% | 15Q | SEC ↗ |
| 2 | Beacon Capital Management, Inc. | 394,693 | $87M | -59,487 | -13.1% | 51Q | SEC ↗ |
| 3 | Empower Advisory Group, LLC | 363,505 | $80M | +19,765 | +5.7% | 14Q | SEC ↗ |
| 4 | LPL Financial LLC | 331,445 | $73M | +22,860 | +7.4% | 54Q | SEC ↗ |
| 5 | MORGAN STANLEY | 260,782 | $57M | +1,499 | +0.6% | 60Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 245,095 | $54M | +18,389 | +8.1% | 85Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 226,853 | $50M | -8,091 | -3.4% | 70Q | SEC ↗ |
| 8 | MANUFACTURERS LIFE INSURANCE COMPANY, | 209,609 | $46M | -15,456 | -6.9% | 53Q | SEC ↗ |
| 9 | PGIM Custom Harvest LLC | 182,352 | $40M | +12,031 | +7.1% | 15Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 168,428 | $37M | -3,837 | -2.2% | 7Q | SEC ↗ |
| 11 | Ameritas Advisory Services, LLC | 141,961 | $31M | +41,961 | +42.0% | 12Q | SEC ↗ |
| 12 | UBS Group AG | 130,268 | $29M | +6,774 | +5.5% | 47Q | SEC ↗ |
| 13 | AMERIPRISE FINANCIAL INC | 97,476 | $21M | +7,024 | +7.8% | 16Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 83,508 | $18M | -5,703 | -6.4% | 23Q | SEC ↗ |
| 15 | STIFEL FINANCIAL CORP | 76,064 | $17M | +4,018 | +5.6% | 41Q | SEC ↗ |
| 16 | Lido Advisors, LLC | 72,611 | $16M | -162 | -0.2% | 16Q | SEC ↗ |
| 17 | Corient Private Wealth LP | 65,617 | $14M | -2,524 | -3.7% | 15Q | SEC ↗ |
| 18 | Clear Creek Financial Management, LLC | 63,992 | $14M | +26,561 | +71.0% | 5Q | SEC ↗ |
| 19 | GW HENSSLER & ASSOCIATES LTD | 62,784 | $14M | -154 | -0.2% | 5Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 56,272 | $12M | -1,004 | -1.8% | 43Q | SEC ↗ |
| 21 | Banco Santander, S.A. | 53,997 | $12M | — | +0.0% | 5Q | SEC ↗ |
| 22 | PNC Financial Services Group, Inc. | 43,538 | $10M | -1,499 | -3.3% | 15Q | SEC ↗ |
| 23 | Strengthening Families & Communities, | 42,550 | $9M | +932 | +2.2% | 19Q | SEC ↗ |
| 24 | Berkeley Capital Partners, LLC NEW | 40,463 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 40,259 | $9M | -362 | -0.9% | 30Q | SEC ↗ |
| 26 | KCM INVESTMENT ADVISORS LLC | 38,862 | $9M | -3,630 | -8.5% | 14Q | SEC ↗ |
| 27 | OSAIC HOLDINGS, INC. | 37,372 | $8M | +4,154 | +12.5% | 26Q | SEC ↗ |
| 28 | ASSETMARK, INC | 34,683 | $8M | +14,751 | +74.0% | 11Q | SEC ↗ |
| 29 | PARK NATIONAL CORP /OH | 28,803 | $6M | +400 | +1.4% | 15Q | SEC ↗ |
| 30 | ROYAL BANK OF CANADA | 28,799 | $6M | +8,901 | +44.7% | 67Q | SEC ↗ |
| 31 | LRI Investments, LLC | 28,355 | $6M | -120 | -0.4% | 8Q | SEC ↗ |
| 32 | TWO SIGMA INVESTMENTS, LP NEW | 27,900 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 33 | KINGSWOOD WEALTH ADVISORS, LLC | 27,696 | $6M | +10,640 | +62.4% | 2Q | SEC ↗ |
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 27,190 | $6M | -12,972 | -32.3% | 40Q | SEC ↗ |
| 35 | Wealthcare Advisory Partners LLC | 25,443 | $6M | +1,627 | +6.8% | 17Q | SEC ↗ |
| 36 | M Holdings Securities, Inc. | 25,273 | $6M | -3,705 | -12.8% | 3Q | SEC ↗ |
| 37 | Creative Planning | 24,504 | $5M | -420 | -1.7% | 44Q | SEC ↗ |
| 38 | GOLDMAN SACHS GROUP INC | 24,263 | $5M | +7,868 | +48.0% | 15Q | SEC ↗ |
| 39 | J.W. COLE ADVISORS, INC. | 24,064 | $5M | +329 | +1.4% | 19Q | SEC ↗ |
| 40 | Guardian Wealth Management, LLC | 24,058 | $5M | -52 | -0.2% | 3Q | SEC ↗ |
| 41 | LIGHTHOUSE FINANCIAL SERVICES INC /ADV | 23,442 | $5M | +66 | +0.3% | 3Q | SEC ↗ |
| 42 | J. M. Brown & Associates Inc. NEW | 23,253 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 43 | RESOURCES MANAGEMENT CORP /CT/ /ADV | 22,313 | $5M | -230 | -1.0% | 28Q | SEC ↗ |
| 44 | HighTower Advisors, LLC | 22,067 | $5M | +1,987 | +9.9% | 22Q | SEC ↗ |
| 45 | COMMONWEALTH EQUITY SERVICES, LLC | 21,765 | $5M | -524 | -2.4% | 35Q | SEC ↗ |
| 46 | Cambridge Investment Research Advisors | 21,591 | $5M | -792 | -3.5% | 67Q | SEC ↗ |
| 47 | Sigma Planning Corp | 21,440 | $5M | -24 | -0.1% | 46Q | SEC ↗ |
| 48 | GFS Advisors, LLC NEW | 21,325 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Foundations Investment Advisors, LLC | 21,319 | $5M | +1,035 | +5.1% | 14Q | SEC ↗ |
| 50 | Vickerman Investment Advisors, Inc. | 20,839 | $5M | -599 | -2.8% | 20Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Berkeley Capital Partners, LLC | 40,463 | $9M |
| TWO SIGMA INVESTMENTS, LP | 27,900 | $6M |
| J. M. Brown & Associates Inc. | 23,253 | $5M |
| GFS Advisors, LLC | 21,325 | $5M |
| Aprio Wealth Management, LLC | 15,297 | $3M |
| Janney Montgomery Scott LLC | 9,735 | $2M |
| Equity Wealth Partners, LLC | 9,676 | $2M |
| Markowski Investments | 8,961 | $2M |
| Freestone Capital Holdings, LLC | 6,683 | $1M |
| Southland Equity Partners LLC | 6,147 | $1M |
| Gotham Asset Management, LLC | 4,798 | $1M |
| Maloon Powers Pitre Higgins & Denne | 4,550 | $1M |
| Pathstone Holdings, LLC | 3,910 | $860K |
| Planning Strategies Inc. | 3,203 | $704K |
| Coppell Advisory Solutions LLC | 2,212 | $486K |
| AlphaStar Capital Management, LLC | 1,839 | $404K |
| FLOW TRADERS U.S. LLC | 1,833 | $403K |
| Kingsview Wealth Management, LLC | 1,350 | $297K |
| NORTHSTAR ASSET MANAGEMENT Co | 1,230 | $270K |
| Modern Wealth Management, LLC | 1,088 | $239K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Polianta Ltd | 44,400 | $10M |
| Nan Shan Life Insurance Co., Ltd. | 38,836 | $9M |
| Kinloch Capital, LLC | 11,548 | $3M |
| Independent Advisor Alliance | 9,887 | $2M |
| MARSHALL WACE, LLP | 6,054 | $1M |
| Axiom Financial Strategies, LLC | 5,848 | $1M |
| Chevy Chase Trust Holdings, LLC | 4,537 | $997K |
| Point72 Asset Management, L.P. | 3,459 | $760K |
| Sequoia Financial Advisors, LLC | 3,053 | $671K |
| Conservest Capital Advisors, Inc. | 2,563 | $563K |
| Orion Porfolio Solutions, LLC | 2,203 | $484K |
| Hilltop Holdings Inc. | 2,193 | $482K |
| EVOKE WEALTH, LLC | 2,010 | $442K |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | 1,700 | $374K |
| Wedmont Private Capital | 1,460 | $321K |
| GTS SECURITIES LLC | 1,378 | $303K |
| Shade Tree Advisors LLC | 1,059 | $233K |
| Focus Partners Advisor Solutions, L | 1,051 | $231K |
| CreativeOne Wealth, LLC | 1,006 | $221K |
| Colonial Trust Co / SC | 1,000 | $220K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Ameritas Advisory Services, LLC | +41,961 | +42.0% | 141,961 |
| Clear Creek Financial Management, L | +26,561 | +71.0% | 63,992 |
| LPL Financial LLC | +22,860 | +7.4% | 331,445 |
| Empower Advisory Group, LLC | +19,765 | +5.7% | 363,505 |
| WELLS FARGO & COMPANY/MN | +18,389 | +8.1% | 245,095 |
| Retirement Planning Group, LLC | +15,425 | +480.8% | 18,633 |
| ASSETMARK, INC | +14,751 | +74.0% | 34,683 |
| Praetorian Wealth Management, Inc. | +12,646 | +541.8% | 14,980 |
| PGIM Custom Harvest LLC | +12,031 | +7.1% | 182,352 |
| BANK OF AMERICA CORP /DE | +11,720 | +2.8% | 429,714 |
| KINGSWOOD WEALTH ADVISORS, LLC | +10,640 | +62.4% | 27,696 |
| ROYAL BANK OF CANADA | +8,901 | +44.7% | 28,799 |
| GOLDMAN SACHS GROUP INC | +7,868 | +48.0% | 24,263 |
| AMERIPRISE FINANCIAL INC | +7,024 | +7.8% | 97,476 |
| UBS Group AG | +6,774 | +5.5% | 130,268 |
| OSAIC HOLDINGS, INC. | +4,154 | +12.5% | 37,372 |
| CENTAURUS FINANCIAL, INC. | +4,096 | +66.7% | 10,234 |
| STIFEL FINANCIAL CORP | +4,018 | +5.6% | 76,064 |
| Arax Advisory Partners | +3,301 | +125.2% | 5,938 |
| Nova Wealth Management, Inc. | +3,164 | +9040.0% | 3,199 |