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Bel Air Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Bel Air Investment Advisors’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
Q2 		$583K Buy
6,444
+2,838
+79% +$256K 0.02% 240
2021
Q1 		$305K Buy
+3,606
New +$287K 0.01% 326

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bel Air Investment Advisors's VFH Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Vanguard Financials ETF (VFH) stake by 79% in Q2 2021, buying an estimated $256K and bringing the position to 6,444 shares worth $583K. The position accounts for 0.02% of the portfolio, ranked #240.

Bel Air Investment Advisors first reported a position in VFH in Q1 2021 and has held it in 2 quarters since. 515 funds tracked by Wall St. Rank hold VFH as of Q2 2021.

  • Bel Air Investment Advisors held 6,444 shares of Vanguard Financials ETF worth $583K as of Q2 2021.
  • Bel Air Investment Advisors bought 2,838 Vanguard Financials ETF shares in Q2 2021, an estimated $256K.
  • Vanguard Financials ETF made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #240 holding.
  • Bel Air Investment Advisors first reported a position in Vanguard Financials ETF in Q1 2021 and has held it in 2 quarters since.
  • 515 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.