Ameritas Investment Company’s Vanguard Financials ETF VFH Stock Holding History

Ameritas Investment Company’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
2021 Q3	$50.7M	Buy	546,737 +542,612	+13,154%	+$50.1M	2.34%	7
2021 Q2	$48.7M	Sell	4,125 -151,390	-97%	-$13.7M	2.34%	10
2021 Q1	$13.1M	Buy	155,515 +151,810	+4,097%	+$12.1M	1.14%	12
2020 Q4	$269K	Sell	3,705 -1,791	-33%	-$118K	0.05%	334
2020 Q3	$314K	Hold	5,496	–	–	0.1%	221
2020 Q2	$314K	Sell	5,496 -11,906	-68%	-$662K	0.09%	227
2020 Q1	$844K	Buy	17,402 +9,740	+127%	+$663K	0.14%	134
2019 Q4	$584K	Sell	7,662 -8,694	-53%	-$634K	0.12%	163
2019 Q3	$1.17M	Buy	16,356 +11,513	+238%	+$796K	0.23%	88
2019 Q2	$334K	Sell	4,843 -98,735	-95%	-$6.7M	0.16%	136
2019 Q1	$6.68M	Buy	103,578 +59,432	+135%	+$3.85M	1.24%	23
2018 Q4	$2.62M	Buy	+44,146	New	+$2.86M	0.57%	38

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

BCMIO

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Ameritas Investment Company's VFH Position: Q3 2021 in Review

Ameritas Investment Company increased its Vanguard Financials ETF (VFH) stake by 13,154% in Q3 2021, buying an estimated $50.1M and bringing the position to 546,737 shares worth $50.7M. The position accounts for 2.34% of the portfolio, ranked #7.

Ameritas Investment Company first reported a position in VFH in Q4 2018 and has held it in 12 quarters since. 531 funds tracked by Wall St. Rank hold VFH as of Q3 2021.

Ameritas Investment Company held 546,737 shares of Vanguard Financials ETF worth $50.7M as of Q3 2021.
Ameritas Investment Company bought 542,612 Vanguard Financials ETF shares in Q3 2021, an estimated $50.1M.
Vanguard Financials ETF made up 2.34% of Ameritas Investment Company's portfolio in Q3 2021, its #7 holding.
Ameritas Investment Company first reported a position in Vanguard Financials ETF in Q4 2018 and has held it in 12 quarters since.
531 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.