Advisor OS’s Vanguard Financials ETF VFH Stock Holding History

Advisor OS’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,249	Closed	-$217K	–	247
2021 Q4	$217K	Buy	+2,249	New	+$219K	0.04%	231

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Advisor OS's VFH Position: Q1 2022 in Review

Advisor OS sold out of Vanguard Financials ETF (VFH) in Q1 2022, closing a stake of 2,249 shares — an estimated $217K sold.

Advisor OS first reported a position in VFH in Q4 2021 and held it in 1 quarter. The position peaked at $217K in Q4 2021. 604 funds tracked by Wall St. Rank hold VFH as of Q1 2022.

Advisor OS reported no remaining Vanguard Financials ETF position as of Q1 2022 after selling out during the quarter.
Advisor OS sold 2,249 Vanguard Financials ETF shares in Q1 2022, an estimated $217K.
Advisor OS first reported a position in Vanguard Financials ETF in Q4 2021 and held it in 1 quarter.
Advisor OS's Vanguard Financials ETF position peaked at $217K in Q4 2021.
604 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2022.

Based on Advisor OS's 13F filing for Q1 2022, filed 11 May 2022.