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Hochman Cole Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Hochman Cole Investment Advisors’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 		$255K Hold
2,749
– – 0.1% 116
2021
Q2 		$249K Hold
2,749
– – 0.1% 111
2021
Q1 		$232K Hold
2,749
– – 0.1% 116
2020
Q4 		$200K Buy
+2,749
New +$181K 0.09% 119

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hochman Cole Investment Advisors's VFH Position: Q3 2021 in Review

Hochman Cole Investment Advisors held its Vanguard Financials ETF (VFH) position steady in Q3 2021 at 2,749 shares worth $255K. The position accounts for 0.1% of the portfolio, ranked #116.

Hochman Cole Investment Advisors first reported a position in VFH in Q4 2020 and has held it in 4 quarters since. 531 funds tracked by Wall St. Rank hold VFH as of Q3 2021.

  • Hochman Cole Investment Advisors held 2,749 shares of Vanguard Financials ETF worth $255K as of Q3 2021.
  • Hochman Cole Investment Advisors left its Vanguard Financials ETF share count unchanged in Q3 2021.
  • Vanguard Financials ETF made up 0.1% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #116 holding.
  • Hochman Cole Investment Advisors first reported a position in Vanguard Financials ETF in Q4 2020 and has held it in 4 quarters since.
  • 531 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.