HWP
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Hefty Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History

Hefty Wealth Partners’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
2016
Q2 		– Sell
-16,852
Closed -$781K – 235
2016
Q1 		$781K Buy
+16,852
New +$748K 0.73% 51

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Hefty Wealth Partners's VFH Position: Q2 2016 in Review

Hefty Wealth Partners sold out of Vanguard Financials ETF (VFH) in Q2 2016, closing a stake of 16,852 shares — an estimated $781K sold.

Hefty Wealth Partners first reported a position in VFH in Q1 2016 and held it in 1 quarter. The position peaked at $781K in Q1 2016. 145 funds tracked by Wall St. Rank hold VFH as of Q2 2016.

  • Hefty Wealth Partners reported no remaining Vanguard Financials ETF position as of Q2 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 16,852 Vanguard Financials ETF shares in Q2 2016, an estimated $781K.
  • Hefty Wealth Partners first reported a position in Vanguard Financials ETF in Q1 2016 and held it in 1 quarter.
  • Hefty Wealth Partners's Vanguard Financials ETF position peaked at $781K in Q1 2016.
  • 145 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2016.

Based on Hefty Wealth Partners's 13F filing for Q2 2016, filed 11 Jul 2016.