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Engineers Gate Manager’s Vanguard Financials ETF VFH Stock Holding History

Engineers Gate Manager’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
Q4 		– Sell
-11,318
Closed -$1.24M – 2599
2024
Q3 		$1.24M Buy
11,318
+2,922
+35% +$310K 0.02% 869
2024
Q2 		$839K Buy
+8,396
New +$838K 0.02% 979
2023
Q4 		– Sell
-3,278
Closed -$263K – 2280
2023
Q3 		$263K Buy
+3,278
New +$274K 0.01% 1382

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Engineers Gate Manager's VFH Position: Q4 2024 in Review

Engineers Gate Manager sold out of Vanguard Financials ETF (VFH) in Q4 2024, closing a stake of 11,318 shares — an estimated $1.24M sold.

Engineers Gate Manager first reported a position in VFH in Q3 2023 and held it in 3 quarters. The position peaked at $1.24M in Q3 2024. 707 funds tracked by Wall St. Rank hold VFH as of Q4 2024.

  • Engineers Gate Manager reported no remaining Vanguard Financials ETF position as of Q4 2024 after selling out during the quarter.
  • Engineers Gate Manager sold 11,318 Vanguard Financials ETF shares in Q4 2024, an estimated $1.24M.
  • Engineers Gate Manager first reported a position in Vanguard Financials ETF in Q3 2023 and held it in 3 quarters.
  • Engineers Gate Manager's Vanguard Financials ETF position peaked at $1.24M in Q3 2024.
  • 707 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2024.

Based on Engineers Gate Manager's 13F filing for Q4 2024, filed 14 Feb 2025.