KPCM
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Kings Point Capital Management’s Vanguard Financials ETF VFH Stock Holding History

Kings Point 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
2022
Q1 		$472K Buy
5,052
+192
+4% +$18.4K 0.04% 135
2021
Q4 		$469K Buy
4,860
+287
+6% +$28K 0.04% 151
2021
Q3 		$424K Buy
4,573
+46
+1% +$4.24K 0.04% 147
2021
Q2 		$409K Buy
4,527
+8
+0.2% +$723 0.04% 151
2021
Q1 		$382K Buy
+4,519
New +$360K 0.04% 148
2020
Q2 		– Sell
-366
Closed -$19K – 472
2020
Q1 		$19K Sell
366
-800
-69% -$54.5K ﹤0.01% 377
2019
Q4 		$89K Sell
1,166
-133
-10% -$9.71K 0.01% 249
2019
Q3 		$91K Sell
1,299
-1,617
-55% -$112K 0.02% 232
2019
Q2 		$201K Hold
2,916
– – 0.04% 145
2019
Q1 		$188K Buy
2,916
+41
+1% +$2.66K 0.04% 137
2018
Q4 		$171K Buy
2,875
+800
+39% +$51.9K 0.04% 134
2018
Q3 		$144K Hold
2,075
– – 0.03% 163
2018
Q2 		$140K Hold
2,075
– – 0.03% 165
2018
Q1 		$144K Hold
2,075
– – 0.03% 157
2017
Q4 		$145K Buy
2,075
+850
+69% +$57.6K 0.03% 162
2017
Q3 		$80K Hold
1,225
– – 0.02% 189
2017
Q2 		$77K Buy
1,225
+325
+36% +$19.6K 0.02% 190
2017
Q1 		$54K Buy
900
+400
+80% +$24.4K 0.01% 213
2016
Q4 		$30K Buy
+500
New +$27.3K 0.01% 234

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Kings Point Capital Management's VFH Position: Q1 2022 in Review

Kings Point Capital Management increased its Vanguard Financials ETF (VFH) stake by 4% in Q1 2022, buying an estimated $18.4K and bringing the position to 5,052 shares worth $472K. The position accounts for 0.04% of the portfolio, ranked #135.

Kings Point Capital Management first reported a position in VFH in Q4 2016 and has held it in 19 quarters since. 604 funds tracked by Wall St. Rank hold VFH as of Q1 2022.

  • Kings Point Capital Management held 5,052 shares of Vanguard Financials ETF worth $472K as of Q1 2022.
  • Kings Point Capital Management bought 192 Vanguard Financials ETF shares in Q1 2022, an estimated $18.4K.
  • Vanguard Financials ETF made up 0.04% of Kings Point Capital Management's portfolio in Q1 2022, its #135 holding.
  • Kings Point Capital Management first reported a position in Vanguard Financials ETF in Q4 2016 and has held it in 19 quarters since.
  • 604 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.