FIA
VFH icon

FNY Investment Advisers’s Vanguard Financials ETF VFH Stock Holding History

FNY Investment Advisers’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
-3,300
Closed -$362K – 944
2024
Q3 		$362K Buy
+3,300
New +$350K 0.17% 118
2022
Q4 		– Sell
-2,900
Closed -$215K – 766
2022
Q3 		$215K Buy
+2,900
New +$236K 0.15% 94

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

FNY Investment Advisers's VFH Position: Q4 2024 in Review

FNY Investment Advisers sold out of Vanguard Financials ETF (VFH) in Q4 2024, closing a stake of 3,300 shares — an estimated $362K sold.

FNY Investment Advisers first reported a position in VFH in Q3 2022 and held it in 2 quarters. The position peaked at $362K in Q3 2024. 705 funds tracked by Wall St. Rank hold VFH as of Q4 2024.

  • FNY Investment Advisers reported no remaining Vanguard Financials ETF position as of Q4 2024 after selling out during the quarter.
  • FNY Investment Advisers sold 3,300 Vanguard Financials ETF shares in Q4 2024, an estimated $362K.
  • FNY Investment Advisers first reported a position in Vanguard Financials ETF in Q3 2022 and held it in 2 quarters.
  • FNY Investment Advisers's Vanguard Financials ETF position peaked at $362K in Q3 2024.
  • 705 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2024.

Based on FNY Investment Advisers's 13F filing for Q4 2024, filed 13 Jan 2025.