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Institutional & Family Asset Management’s Vanguard Financials ETF VFH Stock Holding History

Institutional & Family Asset 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
Q4 		– Sell
-6,582
Closed -$457K – 887
2018
Q3 		$457K Buy
6,582
+3,008
+84% +$213K 0.09% 122
2018
Q2 		$241K Hold
3,574
– – 0.05% 167
2018
Q1 		$248K Buy
+3,574
New +$258K 0.05% 157

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Institutional & Family Asset Management's VFH Position: Q4 2018 in Review

Institutional & Family Asset Management sold out of Vanguard Financials ETF (VFH) in Q4 2018, closing a stake of 6,582 shares — an estimated $457K sold.

Institutional & Family Asset Management first reported a position in VFH in Q1 2018 and held it in 3 quarters. The position peaked at $457K in Q3 2018. 378 funds tracked by Wall St. Rank hold VFH as of Q4 2018.

  • Institutional & Family Asset Management reported no remaining Vanguard Financials ETF position as of Q4 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 6,582 Vanguard Financials ETF shares in Q4 2018, an estimated $457K.
  • Institutional & Family Asset Management first reported a position in Vanguard Financials ETF in Q1 2018 and held it in 3 quarters.
  • Institutional & Family Asset Management's Vanguard Financials ETF position peaked at $457K in Q3 2018.
  • 378 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2018.

Based on Institutional & Family Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.