Belvedere Trading
VFH icon

Belvedere Trading’s Vanguard Financials ETF VFH Stock Holding History

Belvedere Trading’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 		– Sell
-155
Closed -$15.5K – 950
2024
Q2 		$15.5K Sell
155
-108
-41% -$10.8K ﹤0.01% 578
2024
Q1 		$26.9K Buy
+263
New +$25.2K ﹤0.01% 550
2023
Q1 		– Sell
-871
Closed -$72.1K – 1452
2022
Q4 		$72.1K Buy
+871
New +$72K ﹤0.01% 552

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Belvedere Trading's VFH Position: Q3 2024 in Review

Belvedere Trading sold out of Vanguard Financials ETF (VFH) in Q3 2024, closing a stake of 155 shares — an estimated $15.5K sold.

Belvedere Trading first reported a position in VFH in Q4 2022 and held it in 3 quarters. The position peaked at $72.1K in Q4 2022. 632 funds tracked by Wall St. Rank hold VFH as of Q3 2024.

  • Belvedere Trading reported no remaining Vanguard Financials ETF position as of Q3 2024 after selling out during the quarter.
  • Belvedere Trading sold 155 Vanguard Financials ETF shares in Q3 2024, an estimated $15.5K.
  • Belvedere Trading first reported a position in Vanguard Financials ETF in Q4 2022 and held it in 3 quarters.
  • Belvedere Trading's Vanguard Financials ETF position peaked at $72.1K in Q4 2022.
  • 632 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2024.

Based on Belvedere Trading's 13F filing for Q3 2024, filed 30 Oct 2024.