Julex Capital Management’s Vanguard Financials ETF VFH Stock Holding History

Julex Capital 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
2019 Q3	$3.22M	Buy	+46,002	New	+$3.18M	7.59%	10

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Julex Capital Management's VFH Position: Q3 2019 in Review

Julex Capital Management opened a new position in Vanguard Financials ETF (VFH) in Q3 2019: 46,002 shares worth $3.22M. The stake represents 7.59% of the portfolio and ranks #10 among its holdings.

357 funds tracked by Wall St. Rank hold VFH as of Q3 2019.

Julex Capital Management held 46,002 shares of Vanguard Financials ETF worth $3.22M as of Q3 2019.
Vanguard Financials ETF was a new Julex Capital Management position in Q3 2019.
Vanguard Financials ETF made up 7.59% of Julex Capital Management's portfolio in Q3 2019, its #10 holding.
357 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.