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Fiducient Advisors’s Vanguard Financials ETF VFH Stock Holding History

Fiducient 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
2022
Q4 		– Sell
-3,416
Closed -$256K – 177
2022
Q3 		$256K Buy
+3,416
New +$278K 0.12% 49

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Fiducient Advisors's VFH Position: Q4 2022 in Review

Fiducient Advisors sold out of Vanguard Financials ETF (VFH) in Q4 2022, closing a stake of 3,416 shares — an estimated $256K sold.

Fiducient Advisors first reported a position in VFH in Q3 2022 and held it in 1 quarter. The position peaked at $256K in Q3 2022. 579 funds tracked by Wall St. Rank hold VFH as of Q4 2022.

  • Fiducient Advisors reported no remaining Vanguard Financials ETF position as of Q4 2022 after selling out during the quarter.
  • Fiducient Advisors sold 3,416 Vanguard Financials ETF shares in Q4 2022, an estimated $256K.
  • Fiducient Advisors first reported a position in Vanguard Financials ETF in Q3 2022 and held it in 1 quarter.
  • Fiducient Advisors's Vanguard Financials ETF position peaked at $256K in Q3 2022.
  • 579 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2022.

Based on Fiducient Advisors's 13F filing for Q4 2022, filed 3 Feb 2023.