Harel Insurance Investments & Financial Services’s Vanguard Financials ETF VFH Stock Holding History

Harel Insurance Investments & Financial Services’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 Q1	–	Sell	-94,926	Closed	-$7.85M	–	741
2022 Q4	$7.85M	Hold	94,926	–	–	0.17%	71
2022 Q3	$7.1M	Hold	94,926	–	–	0.17%	81
2022 Q2	$7.33M	Hold	94,926	–	–	0.15%	90
2022 Q1	$8.87M	Buy	94,926 +94,686	+39,453%	+$9.07M	0.15%	87
2021 Q4	$23K	Buy	240 +180	+300%	+$17.5K	﹤0.01%	664
2021 Q3	$6K	Buy	+60	New	+$5.54K	﹤0.01%	649
2021 Q1	–	Sell	-10,000	Closed	-$2.34M	–	877
2020 Q4	$2.34M	Buy	10,000 +5,800	+138%	+$383K	0.06%	163
2020 Q3	$246K	Hold	4,200	–	–	0.01%	282
2020 Q2	$240K	Buy	+4,200	New	+$233K	0.01%	228
2017 Q1	–	Sell	-9,100	Closed	-$540K	–	486
2016 Q4	$540K	Buy	+9,100	New	+$497K	0.08%	73
2016 Q3	–	Sell	-1,200	Closed	-$59.2K	–	175
2016 Q2	$57K	Buy	+1,200	New	+$57K	0.01%	326
2016 Q1	–	Sell	-1,900	Closed	-$84.3K	–	194
2015 Q4	$92K	Buy	+1,900	New	+$93K	0.01%	152

Other funds holding VFH

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

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services's VFH Position: Q1 2023 in Review

Harel Insurance Investments & Financial Services sold out of Vanguard Financials ETF (VFH) in Q1 2023, closing a stake of 94,926 shares — an estimated $7.85M sold.

Harel Insurance Investments & Financial Services first reported a position in VFH in Q4 2015 and held it in 12 quarters. The position peaked at $8.87M in Q1 2022. 531 funds tracked by Wall St. Rank hold VFH as of Q1 2023.

Harel Insurance Investments & Financial Services reported no remaining Vanguard Financials ETF position as of Q1 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 94,926 Vanguard Financials ETF shares in Q1 2023, an estimated $7.85M.
Harel Insurance Investments & Financial Services first reported a position in Vanguard Financials ETF in Q4 2015 and held it in 12 quarters.
Harel Insurance Investments & Financial Services's Vanguard Financials ETF position peaked at $8.87M in Q1 2022.
531 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2023, filed 2 May 2023.