Fukoku Mutual Life Insurance’s Vanguard Financials ETF VFH Stock Holding History

Fukoku Mutual Life Insurance’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
2021 Q3	–	Sell	-17,000	Closed	-$1.54M	–	333
2021 Q2	$1.54M	Buy	+17,000	New	+$1.54M	0.12%	74
2017 Q4	–	Sell	-7,200	Closed	-$471K	–	309
2017 Q3	$471K	Sell	7,200 -7,000	-49%	-$442K	0.07%	106
2017 Q2	$888K	Buy	+14,200	New	+$858K	0.13%	73
2016 Q1	–	Sell	-151,500	Closed	-$7.34M	–	306
2015 Q4	$7.34M	Buy	151,500 +15,000	+11%	+$734K	1.25%	23
2015 Q3	$6.32M	Sell	136,500 -5,000	-4%	-$246K	1.19%	25
2015 Q2	$7.03M	Sell	141,500 -58,000	-29%	-$2.9M	1.11%	33
2015 Q1	$9.83M	Sell	199,500 -2,500	-1%	-$122K	1.62%	18
2014 Q4	$10M	Sell	202,000 -47,000	-19%	-$2.26M	1.77%	15
2014 Q3	$11.6M	Buy	+249,000	New	+$11.6M	2.12%	11

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fukoku Mutual Life Insurance's VFH Position: Q3 2021 in Review

Fukoku Mutual Life Insurance sold out of Vanguard Financials ETF (VFH) in Q3 2021, closing a stake of 17,000 shares — an estimated $1.54M sold.

Fukoku Mutual Life Insurance first reported a position in VFH in Q3 2014 and held it in 9 quarters. The position peaked at $11.6M in Q3 2014. 531 funds tracked by Wall St. Rank hold VFH as of Q3 2021.

Fukoku Mutual Life Insurance reported no remaining Vanguard Financials ETF position as of Q3 2021 after selling out during the quarter.
Fukoku Mutual Life Insurance sold 17,000 Vanguard Financials ETF shares in Q3 2021, an estimated $1.54M.
Fukoku Mutual Life Insurance first reported a position in Vanguard Financials ETF in Q3 2014 and held it in 9 quarters.
Fukoku Mutual Life Insurance's Vanguard Financials ETF position peaked at $11.6M in Q3 2014.
531 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2021.

Based on Fukoku Mutual Life Insurance's 13F filing for Q3 2021, filed 9 Nov 2021.