Baker Boyer National Bank’s Vanguard Financials ETF VFH Stock Holding History

Baker Boyer National Bank’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
2018 Q1	$208K	Buy	+3,000	New	+$216K	0.63%	65

Other funds holding VFH

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

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

Baker Boyer National Bank's VFH Position: Q1 2018 in Review

Baker Boyer National Bank opened a new position in Vanguard Financials ETF (VFH) in Q1 2018: 3,000 shares worth $208K. The stake represents 0.63% of the portfolio and ranks #65 among its holdings.

357 funds tracked by Wall St. Rank hold VFH as of Q1 2018.

Baker Boyer National Bank held 3,000 shares of Vanguard Financials ETF worth $208K as of Q1 2018.
Vanguard Financials ETF was a new Baker Boyer National Bank position in Q1 2018.
Vanguard Financials ETF made up 0.63% of Baker Boyer National Bank's portfolio in Q1 2018, its #65 holding.
357 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2018.

Based on Baker Boyer National Bank's 13F filing for Q1 2018, filed 19 Apr 2018.