BFO
VFH icon

Boston Family Office’s Vanguard Financials ETF VFH Stock Holding History

Boston Family Office’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
2020
Q2 		– Sell
-4,871
Closed -$247K – 248
2020
Q1 		$247K Hold
4,871
– – 0.03% 220
2019
Q4 		$372K Sell
4,871
-33
-0.7% -$2.41K 0.04% 216
2019
Q3 		$343K Sell
4,904
-2,225
-31% -$154K 0.04% 220
2019
Q2 		$492K Sell
7,129
-321
-4% -$21.8K 0.05% 195
2019
Q1 		$481K Sell
7,450
-20
-0.3% -$1.3K 0.05% 194
2018
Q4 		$443K Sell
7,470
-1,995
-21% -$129K 0.06% 191
2018
Q3 		$657K Buy
9,465
+1,180
+14% +$83.4K 0.07% 172
2018
Q2 		$559K Buy
8,285
+4,605
+125% +$322K 0.06% 189
2018
Q1 		$256K Sell
3,680
-745
-17% -$53.7K 0.03% 238
2017
Q4 		$310K Sell
4,425
-20
-0.4% -$1.35K 0.03% 228
2017
Q3 		$291K Sell
4,445
-210
-5% -$13.2K 0.03% 232
2017
Q2 		$291K Buy
4,655
+25
+0.5% +$1.51K 0.03% 226
2017
Q1 		$280K Buy
+4,630
New +$282K 0.03% 224

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Boston Family Office's VFH Position: Q2 2020 in Review

Boston Family Office sold out of Vanguard Financials ETF (VFH) in Q2 2020, closing a stake of 4,871 shares — an estimated $247K sold.

Boston Family Office first reported a position in VFH in Q1 2017 and held it in 13 quarters. The position peaked at $657K in Q3 2018. 358 funds tracked by Wall St. Rank hold VFH as of Q2 2020.

  • Boston Family Office reported no remaining Vanguard Financials ETF position as of Q2 2020 after selling out during the quarter.
  • Boston Family Office sold 4,871 Vanguard Financials ETF shares in Q2 2020, an estimated $247K.
  • Boston Family Office first reported a position in Vanguard Financials ETF in Q1 2017 and held it in 13 quarters.
  • Boston Family Office's Vanguard Financials ETF position peaked at $657K in Q3 2018.
  • 358 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2020.

Based on Boston Family Office's 13F filing for Q2 2020, filed 6 Aug 2020.