Madison Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Madison 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
2024 Q4	$2.13M	Buy	+18,066	New	+$2.14M	0.02%	237

Other funds holding VFH

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

Morgan Stanley New York $1.89T AUM 35.08% 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

BCMIO

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Madison Investment Advisors's VFH Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Vanguard Financials ETF (VFH) in Q4 2024: 18,066 shares worth $2.13M. The stake represents 0.02% of the portfolio and ranks #237 among its holdings.

707 funds tracked by Wall St. Rank hold VFH as of Q4 2024.

Madison Investment Advisors held 18,066 shares of Vanguard Financials ETF worth $2.13M as of Q4 2024.
Vanguard Financials ETF was a new Madison Investment Advisors position in Q4 2024.
Vanguard Financials ETF made up 0.02% of Madison Investment Advisors's portfolio in Q4 2024, its #237 holding.
707 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.