Each N-PORT filing of VAW compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.https://themulden.com/enhttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/113 positions became 111: 0 added (0% of the fund), 2 dropped (0.38%). Turnover proxy 6%. Largest increases: Nucor Corp 2.48% to 3.68%; Steel Dynamics Inc 1.65% to 2.32%; Alcoa Corp 0.73% to 1.29%; Linde PLC 14.55% to 14.94%; Reliance Inc 1.01% to 1.28%; Air Products and Chemicals Inc 3.59% to 3.82%. Largest decreases: Newmont Corp 8.72% to 7.7%; Sherwin-Williams Co/The 5.25% to 4.6%; Ecolab Inc 4.81% to 4.2%; Royal Gold Inc 1.54% to 1.22%; Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.31% to 0.03%; International Paper Co 1.33% to 1.08%. Gone: Sealed Air Corp (0.38%), Eightco Holdings Inc (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 29 Jul 2026 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/115 positions became 113: 1 added (1.37% of the fund), 3 dropped (1.49%). Turnover proxy 7%. Largest increases: Freeport-McMoRan Inc 4.54% to 5.97%; Newmont Corp 7.32% to 8.72%; Linde PLC 14.14% to 14.55%; Royal Gold Inc 1.26% to 1.54%; Coeur Mining Inc 0.82% to 1.07%; Solstice Advanced Materials Inc 0.56% to 0.77%. Largest decreases: CRH PLC 5.93% to 4.93%; Sherwin-Williams Co/The 5.98% to 5.25%; Air Products and Chemicals Inc 4.1% to 3.59%; Vulcan Materials Co 2.89% to 2.5%; Ecolab Inc 5.16% to 4.81%; Martin Marietta Materials Inc 2.76% to 2.49%. New: Amcor PLC (1.37%). Gone: Amcor PLC (1.45%), Olympic Steel Inc (0.03%), N/A (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Apr 2026 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/111 positions became 115: 6 added (2.59% of the fund), 2 dropped (0.87%). Turnover proxy 7.9%. Largest increases: Newmont Corp 5.9% to 7.32%; Hecla Mining Co 0.37% to 0.83%; CRH PLC 5.5% to 5.93%; Royal Gold Inc 0.85% to 1.26%; Albemarle Corp 0.72% to 1.12%; Steel Dynamics Inc 1.33% to 1.73%. Largest decreases: Linde PLC 16.21% to 14.14%; DuPont de Nemours Inc 2.32% to 1.22%; Air Products and Chemicals Inc 4.52% to 4.1%; Smurfit WestRock PLC 1.78% to 1.37%; International Paper Co 1.79% to 1.46%; Sherwin-Williams Co/The 6.27% to 5.98%. New: Amrize Ltd (1.88%), Solstice Advanced Materials Inc (0.56%), United States Antimony Corp (0.05%), USA Rare Earth Inc (0.04%), ASP Isotopes Inc (0.04%), Eightco Holdings Inc (0.02%). Gone: Carpenter Technology Corp (0.86%), Piedmont Lithium Inc (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 28 Jan 2026 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/114 positions became 111: 2 added (0.22% of the fund), 5 dropped (1.03%). Turnover proxy 5.6%. Largest increases: Newmont Corp 4.64% to 5.9%; CRH PLC 4.79% to 5.5%; Nucor Corp 1.99% to 2.47%; MP Materials Corp 0.21% to 0.63%; Freeport-McMoRan Inc 4.28% to 4.59%; Albemarle Corp 0.51% to 0.72%. Largest decreases: Linde PLC 17.23% to 16.21%; Sherwin-Williams Co/The 6.64% to 6.27%; International Flavors & Fragrances Inc 1.51% to 1.24%; Dow Inc 1.5% to 1.25%; Ball Corp 1.24% to 1%; CF Industries Holdings Inc 1.22% to 1.01%. New: Constellium SE (0.13%), TMC the metals co Inc (0.08%). Gone: United States Steel Corp (0.94%), Radius Recycling Inc (0.06%), Ginkgo Bioworks Holdings Inc (0.02%), Trinseo PLC (0.01%), Origin Materials Inc (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Oct 2025 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/117 positions became 114: 1 added (0.02% of the fund), 4 dropped (1.67%). Turnover proxy 6.5%. Largest increases: Newmont Corp 3.62% to 4.64%; Linde PLC 16.46% to 17.23%; Corteva Inc 3.22% to 3.77%; Amcor PLC 1.08% to 1.61%; Martin Marietta Materials Inc 2.18% to 2.59%; Freeport-McMoRan Inc 3.92% to 4.28%. Largest decreases: Air Products and Chemicals Inc 5.19% to 4.59%; Dow Inc 1.97% to 1.5%; Nucor Corp 2.41% to 1.99%; CRH PLC 5.17% to 4.79%; DuPont de Nemours Inc 2.52% to 2.16%; LyondellBasell Industries NV 1.48% to 1.14%. New: N/A (0.02%). Gone: Berry Global Group Inc (0.61%), ATI Inc (0.53%), Arcadium Lithium PLC (0.46%), Pactiv Evergreen Inc (0.06%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 29 Jul 2025 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/123 positions became 117: 0 added (0% of the fund), 6 dropped (0.7%). Turnover proxy 4.8%. Largest increases: Linde PLC 15.1% to 16.46%; International Paper Co 1.33% to 2.07%; Ecolab Inc 4.37% to 5.09%; CRH PLC 4.79% to 5.17%; Newmont Corp 3.29% to 3.62%; Corteva Inc 2.96% to 3.22%. Largest decreases: Freeport-McMoRan Inc 4.36% to 3.92%; Alcoa Corp 0.82% to 0.47%; Martin Marietta Materials Inc 2.51% to 2.18%; Vulcan Materials Co 2.61% to 2.41%; FMC Corp 0.51% to 0.34%; Dow Inc 2.13% to 1.97%. Gone: Summit Materials Inc (0.43%), Arch Resources Inc (0.21%), Gatos Silver Inc (0.04%), N/A (0.01%), Danimer Scientific Inc (0%), 5E Advanced Materials Inc (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 25 Apr 2025 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/121 positions became 123: 5 added (0.22% of the fund), 3 dropped (0.17%). Turnover proxy 5.4%. Largest increases: Air Products and Chemicals Inc 4.35% to 5.1%; CRH PLC 4.37% to 4.79%; Vulcan Materials Co 2.27% to 2.61%; Alcoa Corp 0.53% to 0.82%; Sherwin-Williams Co/The 6.25% to 6.53%; Smurfit WestRock PLC 1.72% to 1.96%. Largest decreases: Linde PLC 16.16% to 15.1%; Newmont Corp 4.32% to 3.29%; Dow Inc 2.64% to 2.13%; Celanese Corp 1.02% to 0.55%; LyondellBasell Industries NV 1.8% to 1.49%; International Flavors & Fragrances Inc 1.86% to 1.6%. New: Everarc Holdings Ltd (0.12%), Magnera Corp (0.05%), Perpetua Resources Corp (0.03%), McEwen Mining Inc (0.03%), Danimer Scientific Inc (0%). Gone: Perimeter Solutions SA (0.11%), Haynes International Inc (0.06%), Danimer Scientific Inc (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 27 Jan 2025 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/118 positions became 121: 5 added (6.17% of the fund), 2 dropped (1.08%). Turnover proxy 8.3%. Largest increases: Sherwin-Williams Co/The 5.56% to 6.25%; Newmont Corp 3.64% to 4.32%; Linde PLC 15.9% to 16.16%; Carpenter Technology Corp 0.41% to 0.5%; Ecolab Inc 4.49% to 4.57%; Packaging Corp of America 1.24% to 1.32%. Largest decreases: Freeport-McMoRan Inc 5.69% to 4.45%; Nucor Corp 3.13% to 2.56%; Dow Inc 3.04% to 2.64%; Martin Marietta Materials Inc 2.66% to 2.31%; Albemarle Corp 0.95% to 0.64%; Steel Dynamics Inc 1.55% to 1.26%. New: CRH PLC (4.37%), Smurfit WestRock PLC (1.72%), Gatos Silver Inc (0.04%), Olympic Steel Inc (0.03%), Ginkgo Bioworks Holdings Inc (0.01%). Gone: Westrock Co (1.04%), Ginkgo Bioworks Holdings Inc (0.04%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Oct 2024 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/118 positions became 118: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 5.3%. Largest increases: Freeport-McMoRan Inc 4.25% to 5.69%; Newmont Corp 2.82% to 3.64%; Air Products and Chemicals Inc 4.07% to 4.46%; International Flavors & Fragrances Inc 1.51% to 1.85%; Alcoa Corp 0.38% to 0.59%; International Paper Co 0.91% to 1.12%. Largest decreases: Linde PLC 17.15% to 15.9%; Sherwin-Williams Co/The 6.35% to 5.56%; Nucor Corp 3.75% to 3.13%; PPG Industries Inc 2.61% to 2.33%; Vulcan Materials Co 2.77% to 2.56%; Cleveland-Cliffs Inc 0.83% to 0.66%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Jul 2024 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/114 positions became 118: 6 added (0.72% of the fund), 2 dropped (0.4%). Turnover proxy 4.8%. Largest increases: Sherwin-Williams Co/The 5.74% to 6.35%; Ecolab Inc 4.13% to 4.52%; Vulcan Materials Co 2.39% to 2.77%; Martin Marietta Materials Inc 2.42% to 2.8%; Corteva Inc 2.7% to 2.97%; Eagle Materials Inc 0.54% to 0.7%. Largest decreases: Newmont Corp 3.89% to 2.82%; Air Products and Chemicals Inc 5.05% to 4.07%; DuPont de Nemours Inc 2.76% to 2.49%; Freeport-McMoRan Inc 4.5% to 4.25%; PPG Industries Inc 2.81% to 2.61%; Mosaic Co/The 1% to 0.81%. New: Arcadium Lithium PLC (0.46%), Worthington Steel Inc (0.08%), Haynes International Inc (0.06%), Clearwater Paper Corp (0.05%), United States Lime & Minerals Inc (0.05%), American Vanguard Corp (0.02%). Gone: Livent Corp (0.21%), Worthington Industries Inc (0.19%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 29 Apr 2024 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/115 positions became 114: 0 added (0% of the fund), 1 dropped (0.08%). Turnover proxy 4.4%. Largest increases: Newmont Corp 2.63% to 3.89%; Linde PLC 15.92% to 17.03%; Westrock Co 0.7% to 0.89%; Ecolab Inc 3.95% to 4.13%; Steel Dynamics Inc 1.46% to 1.61%; Packaging Corp of America 1.12% to 1.27%. Largest decreases: Albemarle Corp 1.73% to 1.04%; Air Products and Chemicals Inc 5.51% to 5.05%; FMC Corp 0.91% to 0.56%; Corteva Inc 3.02% to 2.7%; Freeport-McMoRan Inc 4.79% to 4.5%; DuPont de Nemours Inc 2.96% to 2.76%. Gone: Chase Corp (0.08%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 29 Jan 2024 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/113 positions became 115: 6 added (0.74% of the fund), 4 dropped (0.37%). Turnover proxy 4.1%. Largest increases: Nucor Corp 3.14% to 3.64%; Sherwin-Williams Co/The 5.19% to 5.6%; Freeport-McMoRan Inc 4.54% to 4.79%; CF Industries Holdings Inc 1.12% to 1.27%; Reliance Steel & Aluminum Co 1.27% to 1.41%; RPM International Inc 0.95% to 1.08%. Largest decreases: Corteva Inc 3.54% to 3.02%; Albemarle Corp 2.1% to 1.73%; Newmont Corp 2.98% to 2.63%; International Flavors & Fragrances Inc 1.82% to 1.51%; FMC Corp 1.21% to 0.91%; Linde PLC 16.17% to 15.92%. New: Vanguard Cmt Funds-Vanguard Market Liquidity Fund (0.23%), Knife River Corp (0.21%), Arch Resources Inc (0.18%), Ivanhoe Electric Inc / US (0.07%), N/A (0.03%), Ramaco Resources Inc (0.02%). Gone: Arconic Corp (0.27%), Diversey Holdings Ltd (0.06%), Amyris Inc (0.02%), Ramaco Resources Inc (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 30 Oct 2023 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/116 positions became 113: 1 added (16.17% of the fund), 4 dropped (15.04%). Turnover proxy 20%. Largest increases: Sherwin-Williams Co/The 4.51% to 5.19%; Ecolab Inc 3.39% to 3.92%; Martin Marietta Materials Inc 1.86% to 2.29%; Vulcan Materials Co 1.99% to 2.41%; PPG Industries Inc 2.57% to 2.86%; Air Products and Chemicals Inc 5.25% to 5.53%. Largest decreases: Mosaic Co/The 1.52% to 1.01%; Nucor Corp 3.63% to 3.14%; Steel Dynamics Inc 1.91% to 1.49%; Albemarle Corp 2.47% to 2.1%; Freeport-McMoRan Inc 4.85% to 4.54%; CF Industries Holdings Inc 1.42% to 1.12%. New: Linde PLC (16.17%). Gone: Linde PLC (14.37%), Valvoline Inc (0.52%), Vanguard Cmt Funds-Vanguard Market Liquidity Fund (0.13%), N/A (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 31 Jul 2023 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/116 positions became 116: 1 added (0.02% of the fund), 1 dropped (0.01%). Turnover proxy 3.8%. Largest increases: Linde PLC 13.95% to 14.37%; Dow Inc 3.06% to 3.4%; Nucor Corp 3.29% to 3.63%; Steel Dynamics Inc 1.62% to 1.91%; Cleveland-Cliffs Inc 0.67% to 0.91%; LyondellBasell Industries NV 1.84% to 2.07%. Largest decreases: Sherwin-Williams Co/The 5.08% to 4.51%; CF Industries Holdings Inc 1.86% to 1.42%; Air Products and Chemicals Inc 5.67% to 5.25%; Corteva Inc 4.01% to 3.71%; International Flavors & Fragrances Inc 2.22% to 1.97%; Newmont Corp 3.11% to 2.87%. New: 5E Advanced Materials Inc (0.02%). Gone: Glatfelter Corp (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 Apr 2023 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/115 positions became 116: 2 added (0.04% of the fund), 1 dropped (0.13%). Turnover proxy 4.4%. Largest increases: Linde PLC 12.93% to 13.95%; Freeport-McMoRan Inc 3.84% to 4.75%; Air Products and Chemicals Inc 4.99% to 5.67%; DuPont de Nemours Inc 2.55% to 2.96%; Steel Dynamics Inc 1.38% to 1.62%; Newmont Corp 2.94% to 3.11%. Largest decreases: Ecolab Inc 3.77% to 3.18%; Dow Inc 3.35% to 3.06%; International Flavors & Fragrances Inc 2.51% to 2.22%; International Paper Co 1.33% to 1.08%; Mosaic Co/The 1.77% to 1.53%; Crown Holdings Inc 1.01% to 0.83%. New: N/A (0.03%), Vanguard Cmt Funds-Vanguard Market Liquidity Fund (0.01%). Gone: GCP Applied Technologies Inc (0.13%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Jan 2023 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/116 positions became 115: 5 added (0.52% of the fund), 6 dropped (0.15%). Turnover proxy 5.7%. Largest increases: Air Products and Chemicals Inc 4.29% to 4.99%; Ecolab Inc 3.33% to 3.77%; Albemarle Corp 2.4% to 2.8%; Corteva Inc 3.59% to 3.98%; PPG Industries Inc 2.36% to 2.67%; Martin Marietta Materials Inc 1.67% to 1.94%. Largest decreases: Newmont Corp 4.26% to 2.94%; Freeport-McMoRan Inc 4.52% to 3.84%; Dow Inc 3.96% to 3.35%; LyondellBasell Industries NV 2.39% to 1.94%; Celanese Corp 1.34% to 1.07%; DuPont de Nemours Inc 2.77% to 2.55%. New: Alpha Metallurgical Resources Inc (0.25%), Everarc Holdings Ltd (0.13%), LSB Industries Inc (0.05%), Intrepid Potash Inc (0.05%), Diversey Holdings Ltd (0.04%). Gone: Neenah Inc (0.05%), Clearwater Paper Corp (0.05%), Vanguard Cmt Funds-Vanguard Market Liquidity Fund (0.03%), McEwen Mining Inc (0.02%), Gatos Silver Inc (0.01%), Zymergen Inc (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 31 Oct 2022 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/119 positions became 116: 2 added (0.12% of the fund), 5 dropped (0.38%). Turnover proxy 5.3%. Largest increases: Linde PLC 12.09% to 13.1%; Albemarle Corp 1.83% to 2.4%; Corteva Inc 3.05% to 3.59%; Dow Inc 3.51% to 3.96%; LyondellBasell Industries NV 2.08% to 2.39%; Mosaic Co/The 1.55% to 1.83%. Largest decreases: Freeport-McMoRan Inc 5.5% to 4.52%; Ball Corp 2.34% to 1.81%; DuPont de Nemours Inc 3.23% to 2.77%; Ecolab Inc 3.62% to 3.33%; Crown Holdings Inc 1.29% to 1.05%; Martin Marietta Materials Inc 1.89% to 1.67%. New: Ginkgo Bioworks Holdings Inc (0.08%), Aspen Aerogels Inc (0.04%). Gone: Ferro Corp (0.13%), Kraton Corp (0.12%), Forterra Inc (0.06%), Verso Corp (0.05%), N/A (0.03%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 01 Aug 2022 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/118 positions became 119: 6 added (0.19% of the fund), 5 dropped (0.11%). Turnover proxy 7.4%. Largest increases: Freeport-McMoRan Inc 4.33% to 5.5%; Newmont Corp 3.5% to 4.22%; Nucor Corp 2.53% to 3.09%; Mosaic Co/The 1.01% to 1.55%; Alcoa Corp 0.69% to 1.12%; Corteva Inc 2.64% to 3.05%. Largest decreases: Sherwin-Williams Co/The 6.71% to 5.25%; Linde PLC 13.18% to 12.09%; Ecolab Inc 4.54% to 3.62%; Air Products and Chemicals Inc 5.07% to 4.18%; Albemarle Corp 2.48% to 1.83%; PPG Industries Inc 2.91% to 2.53%. New: Piedmont Lithium Inc (0.07%), Origin Materials Inc (0.04%), PureCycle Technologies Inc (0.04%), N/A (0.03%), Ramaco Resources Inc (0.01%), Zymergen Inc (0%). Gone: American Vanguard Corp (0.03%), Rayonier Advanced Materials Inc (0.03%), Tredegar Corp (0.02%), FutureFuel Corp (0.02%), Venator Materials PLC (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 29 Apr 2022 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/118 positions became 118: 3 added (0.31% of the fund), 3 dropped (0.67%). Turnover proxy 4.1%. Largest increases: Sherwin-Williams Co/The 6.06% to 6.71%; Air Products and Chemicals Inc 4.66% to 5.07%; Linde PLC 12.86% to 13.18%; Albemarle Corp 2.16% to 2.48%; CF Industries Holdings Inc 0.76% to 1.04%; Freeport-McMoRan Inc 4.15% to 4.33%. Largest decreases: International Paper Co 1.75% to 1.35%; Dow Inc 3.66% to 3.27%; Nucor Corp 2.77% to 2.53%; LyondellBasell Industries NV 2.1% to 1.86%; Amcor PLC 1.57% to 1.39%; Westrock Co 1.07% to 0.92%. New: Trinseo PLC (0.12%), TriMas Corp (0.11%), Sylvamo Corp (0.08%). Gone: W R Grace & Co (0.31%), Domtar Corp (0.24%), Trinseo SA (0.12%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 31 Jan 2022 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/120 positions became 118: 1 added (0.04% of the fund), 3 dropped (0.12%). Turnover proxy 5.1%. Largest increases: Linde PLC 11.99% to 12.86%; Albemarle Corp 1.49% to 2.16%; Sherwin-Williams Co/The 5.52% to 6.06%; Nucor Corp 2.36% to 2.77%; Ball Corp 2.04% to 2.44%; Ecolab Inc 4.21% to 4.52%. Largest decreases: Newmont Corp 4.48% to 3.63%; Freeport-McMoRan Inc 4.75% to 4.15%; Air Products and Chemicals Inc 5.06% to 4.66%; DuPont de Nemours Inc 3.47% to 3.11%; PPG Industries Inc 3.24% to 2.95%; Dow Inc 3.88% to 3.66%. New: Ecovyst Inc (0.04%). Gone: US Concrete Inc (0.07%), PQ Group Holdings Inc (0.05%), N/A (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 29 Oct 2021 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/116 positions became 120: 8 added (0.61% of the fund), 4 dropped (0.11%). Turnover proxy 4.7%. Largest increases: Nucor Corp 1.66% to 2.36%; Newmont Corp 4.01% to 4.48%; Sherwin-Williams Co/The 5.12% to 5.52%; PPG Industries Inc 2.92% to 3.24%; Freeport-McMoRan Inc 4.52% to 4.75%; Linde PLC 11.79% to 11.99%. Largest decreases: Ecolab Inc 4.94% to 4.21%; Corteva Inc 3.1% to 2.58%; Ball Corp 2.56% to 2.04%; LyondellBasell Industries NV 2.53% to 2.3%; Martin Marietta Materials Inc 1.93% to 1.73%; Vulcan Materials Co 2.03% to 1.85%. New: Amyris Inc (0.17%), MP Materials Corp (0.13%), Danimer Scientific Inc (0.12%), Ranpak Holdings Corp (0.06%), PQ Group Holdings Inc (0.05%), Pactiv Evergreen Inc (0.05%). Gone: Haynes International Inc (0.03%), UFP Technologies Inc (0.03%), Intrepid Potash Inc (0.03%), Alpha Metallurgical Resources Inc (0.02%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 30 Jul 2021 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/118 positions became 116: 1 added (0.02% of the fund), 3 dropped (0.2%). Turnover proxy 7.6%. Largest increases: International Flavors & Fragrances Inc 0.83% to 2.69%; Freeport-McMoRan Inc 3.3% to 4.52%; LyondellBasell Industries NV 2.21% to 2.53%; Martin Marietta Materials Inc 1.61% to 1.93%; Corteva Inc 2.79% to 3.1%; Albemarle Corp 1.41% to 1.66%. Largest decreases: Linde PLC 13.09% to 11.79%; DuPont de Nemours Inc 4.52% to 3.46%; Air Products and Chemicals Inc 6.01% to 5.19%; Sherwin-Williams Co/The 5.94% to 5.12%; Newmont Corp 4.59% to 4.01%; Ecolab Inc 5.5% to 4.94%. New: Alpha Metallurgical Resources Inc (0.02%). Gone: Boise Cascade Co (0.16%), N/A (0.02%), Contura Energy Inc (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 29 Apr 2021 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/118 positions became 118: 1 added (0.07% of the fund), 1 dropped (0.07%). Turnover proxy 5.8%. Largest increases: Freeport-McMoRan Inc 2.48% to 3.3%; Corteva Inc 2.34% to 2.79%; Albemarle Corp 1.06% to 1.41%; International Paper Co 1.48% to 1.8%; LyondellBasell Industries NV 1.91% to 2.21%; PPG Industries Inc 3.1% to 3.36%. Largest decreases: Linde PLC 14.57% to 13.09%; Newmont Corp 5.94% to 4.59%; Air Products and Chemicals Inc 7.05% to 6.01%; Royal Gold Inc 0.98% to 0.7%; International Flavors & Fragrances Inc 1.02% to 0.83%; Amcor PLC 1.71% to 1.54%. New: Glatfelter Corp (0.07%). Gone: P H Glatfelter Co (0.07%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 29 Jan 2021 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/116 positions became 118: 4 added (0.38% of the fund), 2 dropped (0.29%). Turnover proxy 4.8%. Largest increases: Linde PLC 13.39% to 14.57%; Freeport-McMoRan Inc 1.62% to 2.48%; Air Products and Chemicals Inc 6.56% to 7.05%; Mosaic Co/The 0.54% to 0.72%; PPG Industries Inc 2.96% to 3.1%; Hecla Mining Co 0.2% to 0.34%. Largest decreases: Ecolab Inc 6.79% to 5.49%; International Flavors & Fragrances Inc 1.5% to 1.02%; Amcor PLC 2.04% to 1.71%; LyondellBasell Industries NV 2.09% to 1.91%; Corteva Inc 2.52% to 2.34%; Packaging Corp of America 1.18% to 1.05%. New: Avient Corp (0.26%), Orion Engineered Carbons SA (0.08%), UFP Technologies Inc (0.03%), Intrepid Potash Inc (0.01%). Gone: PolyOne Corp (0.28%), Intrepid Potash Inc (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 29 Oct 2020 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/116 positions became 116: 3 added (0.19% of the fund), 3 dropped (0.15%). Turnover proxy 5.4%. Largest increases: Newmont Corp 4.68% to 5.9%; Ecolab Inc 5.97% to 6.79%; Sherwin-Williams Co/The 5.48% to 6.08%; DuPont de Nemours Inc 4.09% to 4.63%; Air Products and Chemicals Inc 6.19% to 6.56%; Royal Gold Inc 0.81% to 1.08%. Largest decreases: LyondellBasell Industries NV 2.45% to 2.09%; Martin Marietta Materials Inc 1.82% to 1.48%; Dow Inc 3.84% to 3.53%; Vulcan Materials Co 2.03% to 1.77%; Mosaic Co/The 0.8% to 0.54%; CF Industries Holdings Inc 1.03% to 0.79%. New: Arconic Corp (0.17%), Contura Energy Inc (0.01%), N/A (0.01%). Gone: AK Steel Holding Corp. (0.09%), OMNOVA Solutions Inc. (0.06%), Lyondellbasell Advanced Polymers Inc. (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Sun, 31 May 2020 12:00:00 GMThttps://themulden.com/funds/vaw/https://themulden.com/funds/vaw/118 positions became 116: 1 added (0.21% of the fund), 3 dropped (0.25%). Turnover proxy 5.4%. Largest increases: Newmont Corp. 3.51% to 4.68%; Linde plc 12.43% to 13.2%; Ecolab Inc. 5.39% to 5.97%; Ball Corp. 2.32% to 2.84%; Corteva Inc. 2.17% to 2.6%; Air Products & Chemicals Inc. 5.81% to 6.19%. Largest decreases: DuPont de Nemours Inc. 5.39% to 4.09%; Dow Inc. 4.42% to 3.84%; LyondellBasell Industries NV 2.77% to 2.45%; Nucor Corp. 1.91% to 1.6%; Celanese Corp. 1.73% to 1.48%; PPG Industries Inc. 3.4% to 3.16%. New: O-I Glass Inc. (0.21%). Gone: Owens-Illinois Inc. (0.17%), Innophos Holdings Inc. (0.07%), N/A (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 29 Apr 2020 12:00:00 GMT