Cabana LLC’s Vanguard Financials ETF VFH Stock Holding History

Cabana LLC’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 Q4	–	Sell	-6,582	Closed	-$656K	–	21
2021 Q3	$656K	Buy	+6,582	New	+$607K	2.34%	13

Other funds holding VFH

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

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

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

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

Cabana LLC's VFH Position: Q4 2021 in Review

Cabana LLC sold out of Vanguard Financials ETF (VFH) in Q4 2021, closing a stake of 6,582 shares — an estimated $656K sold.

Cabana LLC first reported a position in VFH in Q3 2021 and held it in 1 quarter. The position peaked at $656K in Q3 2021. 605 funds tracked by Wall St. Rank hold VFH as of Q4 2021.

Cabana LLC reported no remaining Vanguard Financials ETF position as of Q4 2021 after selling out during the quarter.
Cabana LLC sold 6,582 Vanguard Financials ETF shares in Q4 2021, an estimated $656K.
Cabana LLC first reported a position in Vanguard Financials ETF in Q3 2021 and held it in 1 quarter.
Cabana LLC's Vanguard Financials ETF position peaked at $656K in Q3 2021.
605 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2021.

Based on Cabana LLC's 13F filing for Q4 2021, filed 14 Feb 2022.