Column Capital Advisors’s Vanguard Financials ETF VFH Stock Holding History

Column Capital 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
2023 Q3	$32.8K	Hold	408	–	–	﹤0.01%	375
2023 Q2	$33.1K	Hold	408	–	–	﹤0.01%	370
2023 Q1	$31.8K	Buy	408 +105	+35%	+$8.88K	﹤0.01%	378
2022 Q4	$25.1K	Buy	303 +10	+3%	+$826	﹤0.01%	392
2022 Q3	$22K	Hold	293	–	–	﹤0.01%	377
2022 Q2	$23K	Hold	293	–	–	﹤0.01%	377
2022 Q1	$27K	Buy	293 +133	+83%	+$12.7K	﹤0.01%	371
2021 Q4	$15K	Hold	160	–	–	﹤0.01%	463
2021 Q3	$15K	Hold	160	–	–	﹤0.01%	421
2021 Q2	$14K	Hold	160	–	–	﹤0.01%	434
2021 Q1	$14K	Hold	160	–	–	﹤0.01%	420
2020 Q4	$12K	Hold	160	–	–	﹤0.01%	443
2020 Q3	$9K	Hold	160	–	–	﹤0.01%	462
2020 Q2	$9K	Hold	160	–	–	﹤0.01%	492
2020 Q1	$8K	Buy	160 +80	+100%	+$5.45K	﹤0.01%	430
2019 Q4	$6K	Buy	+80	New	+$5.84K	﹤0.01%	519

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Column Capital Advisors's VFH Position: Q3 2023 in Review

Column Capital Advisors held its Vanguard Financials ETF (VFH) position steady in Q3 2023 at 408 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Column Capital Advisors first reported a position in VFH in Q4 2019 and has held it in 16 quarters since. The position peaked at $33.1K in Q2 2023. 547 funds tracked by Wall St. Rank hold VFH as of Q3 2023.

Column Capital Advisors held 408 shares of Vanguard Financials ETF worth $32.8K as of Q3 2023.
Column Capital Advisors left its Vanguard Financials ETF share count unchanged in Q3 2023.
Vanguard Financials ETF made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #375 holding.
Column Capital Advisors first reported a position in Vanguard Financials ETF in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Vanguard Financials ETF position peaked at $33.1K in Q2 2023.
547 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.