HPWM
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Highland Private Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Highland Private Wealth Management’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
2018
Q2 		– Sell
-36,302
Closed -$2.52M – 155
2018
Q1 		$2.52M Buy
+36,302
New +$2.62M 1.55% 23

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Highland Private Wealth Management's VFH Position: Q2 2018 in Review

Highland Private Wealth Management sold out of Vanguard Financials ETF (VFH) in Q2 2018, closing a stake of 36,302 shares — an estimated $2.52M sold.

Highland Private Wealth Management first reported a position in VFH in Q1 2018 and held it in 1 quarter. The position peaked at $2.52M in Q1 2018. 357 funds tracked by Wall St. Rank hold VFH as of Q2 2018.

  • Highland Private Wealth Management reported no remaining Vanguard Financials ETF position as of Q2 2018 after selling out during the quarter.
  • Highland Private Wealth Management sold 36,302 Vanguard Financials ETF shares in Q2 2018, an estimated $2.52M.
  • Highland Private Wealth Management first reported a position in Vanguard Financials ETF in Q1 2018 and held it in 1 quarter.
  • Highland Private Wealth Management's Vanguard Financials ETF position peaked at $2.52M in Q1 2018.
  • 357 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2018.

Based on Highland Private Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.