IndexIQ Advisors’s Vanguard Financials ETF VFH Stock Holding History

IndexIQ 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
2022 Q1	$5.29M	Buy	56,664 +25,826	+84%	+$2.47M	0.19%	101
2021 Q4	$2.98M	Buy	30,838 +3,595	+13%	+$350K	0.1%	186
2021 Q3	$2.52M	Buy	27,243 +6,152	+29%	+$567K	0.08%	213
2021 Q2	$1.91M	Buy	+21,091	New	+$1.91M	0.06%	225
2020 Q3	–	Sell	-3,376	Closed	-$193K	–	1046
2020 Q2	$193K	Sell	3,376 -2,383	-41%	-$132K	0.01%	623
2020 Q1	$292K	Sell	5,759 -2,451	-30%	-$167K	0.01%	257
2019 Q4	$626K	Sell	8,210 -3,107	-27%	-$227K	0.02%	413
2019 Q3	$792K	Buy	11,317 +3,099	+38%	+$214K	0.03%	423
2019 Q2	$567K	Buy	8,218 +502	+7%	+$34.1K	0.02%	473
2019 Q1	$498K	Buy	7,716 +272	+4%	+$17.6K	0.01%	489
2018 Q4	$442K	Buy	7,444 +2,496	+50%	+$162K	0.01%	491
2018 Q3	$343K	Sell	4,948 -2,208	-31%	-$156K	0.01%	512
2018 Q2	$483K	Buy	7,156 +1,055	+17%	+$73.7K	0.01%	491
2018 Q1	$424K	Buy	6,101 +943	+18%	+$68K	0.01%	499
2017 Q4	$361K	Buy	5,158 +297	+6%	+$20.1K	0.01%	492
2017 Q3	$318K	Buy	4,861 +814	+20%	+$51.3K	0.01%	438
2017 Q2	$253K	Buy	4,047 +2,547	+170%	+$154K	0.01%	466
2017 Q1	$91K	Sell	1,500 -1,871	-56%	-$114K	﹤0.01%	267
2016 Q4	$200K	Buy	+3,371	New	+$184K	0.01%	250
2016 Q2	–	Sell	-41	Closed	-$2K	–	303
2016 Q1	$2K	Sell	41 -106	-72%	-$4.71K	﹤0.01%	268
2015 Q4	$7K	Sell	147 -313	-68%	-$15.3K	﹤0.01%	260
2015 Q3	$21K	Buy	+460	New	+$22.6K	﹤0.01%	235

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

IndexIQ Advisors's VFH Position: Q1 2022 in Review

IndexIQ Advisors increased its Vanguard Financials ETF (VFH) stake by 84% in Q1 2022, buying an estimated $2.47M and bringing the position to 56,664 shares worth $5.29M. The position accounts for 0.19% of the portfolio, ranked #101.

IndexIQ Advisors first reported a position in VFH in Q3 2015 and has held it in 22 quarters since. 604 funds tracked by Wall St. Rank hold VFH as of Q1 2022.

IndexIQ Advisors held 56,664 shares of Vanguard Financials ETF worth $5.29M as of Q1 2022.
IndexIQ Advisors bought 25,826 Vanguard Financials ETF shares in Q1 2022, an estimated $2.47M.
Vanguard Financials ETF made up 0.19% of IndexIQ Advisors's portfolio in Q1 2022, its #101 holding.
IndexIQ Advisors first reported a position in Vanguard Financials ETF in Q3 2015 and has held it in 22 quarters since.
604 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.