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Charles D. Hyman’s Vanguard Financials ETF VFH Stock Holding History

Charles D. Hyman’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
Q2 		$247K Hold
2,470
– – 0.01% 220
2024
Q1 		$253K Hold
2,470
– – 0.01% 225
2023
Q4 		$228K Buy
+2,470
New +$208K 0.01% 226

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles D. Hyman's VFH Position: Q2 2024 in Review

Charles D. Hyman held its Vanguard Financials ETF (VFH) position steady in Q2 2024 at 2,470 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #220.

Charles D. Hyman first reported a position in VFH in Q4 2023 and has held it in 3 quarters since. The position peaked at $253K in Q1 2024. 615 funds tracked by Wall St. Rank hold VFH as of Q2 2024.

  • Charles D. Hyman held 2,470 shares of Vanguard Financials ETF worth $247K as of Q2 2024.
  • Charles D. Hyman left its Vanguard Financials ETF share count unchanged in Q2 2024.
  • Vanguard Financials ETF made up 0.01% of Charles D. Hyman's portfolio in Q2 2024, its #220 holding.
  • Charles D. Hyman first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 3 quarters since.
  • Charles D. Hyman's Vanguard Financials ETF position peaked at $253K in Q1 2024.
  • 615 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.