Banque Cantonale Vaudoise’s Vanguard Financials ETF VFH Stock Holding History

Banque Cantonale Vaudoise’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
2024 Q3	$104K	Buy	+950	New	+$101K	﹤0.01%	553
2023 Q1	–	Sell	-2,000	Closed	-$166K	–	1228
2022 Q4	$166K	Hold	2,000	–	–	0.01%	761
2022 Q3	$149K	Hold	2,000	–	–	0.01%	796
2022 Q2	$154K	Hold	2,000	–	–	0.01%	804
2022 Q1	$187K	Hold	2,000	–	–	0.01%	806
2021 Q4	$193K	Buy	+2,000	New	+$195K	0.01%	839

Other funds holding VFH

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Banque Cantonale Vaudoise's VFH Position: Q3 2024 in Review

Banque Cantonale Vaudoise opened a new position in Vanguard Financials ETF (VFH) in Q3 2024: 950 shares worth $104K. The stake represents ﹤0.01% of the portfolio and ranks #553 among its holdings. This is a return to the name: Banque Cantonale Vaudoise previously reported a position in VFH as recently as Q4 2022.

Banque Cantonale Vaudoise first reported a position in VFH in Q4 2021 and has held it in 6 quarters since. The position peaked at $193K in Q4 2021. 630 funds tracked by Wall St. Rank hold VFH as of Q3 2024.

Banque Cantonale Vaudoise held 950 shares of Vanguard Financials ETF worth $104K as of Q3 2024.
Vanguard Financials ETF was a new Banque Cantonale Vaudoise position in Q3 2024.
Vanguard Financials ETF made up ﹤0.01% of Banque Cantonale Vaudoise's portfolio in Q3 2024, its #553 holding.
Banque Cantonale Vaudoise first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 6 quarters since.
Banque Cantonale Vaudoise's Vanguard Financials ETF position peaked at $193K in Q4 2021.
630 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2024.

Based on Banque Cantonale Vaudoise's 13F filing for Q3 2024, filed 8 Nov 2024.