Marshall Wace
VFH icon

Marshall Wace’s Vanguard Financials ETF VFH Stock Holding History

Marshall Wace’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
2023
Q1 		– Sell
-3,800
Closed -$314K – 3132
2022
Q4 		$314K Sell
3,800
-5,564
-59% -$460K ﹤0.01% 2550
2022
Q3 		$697K Buy
+9,364
New +$762K ﹤0.01% 2586

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marshall Wace's VFH Position: Q1 2023 in Review

Marshall Wace sold out of Vanguard Financials ETF (VFH) in Q1 2023, closing a stake of 3,800 shares — an estimated $314K sold.

Marshall Wace first reported a position in VFH in Q3 2022 and held it in 2 quarters. The position peaked at $697K in Q3 2022. 530 funds tracked by Wall St. Rank hold VFH as of Q1 2023.

  • Marshall Wace reported no remaining Vanguard Financials ETF position as of Q1 2023 after selling out during the quarter.
  • Marshall Wace sold 3,800 Vanguard Financials ETF shares in Q1 2023, an estimated $314K.
  • Marshall Wace first reported a position in Vanguard Financials ETF in Q3 2022 and held it in 2 quarters.
  • Marshall Wace's Vanguard Financials ETF position peaked at $697K in Q3 2022.
  • 530 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2023.

Based on Marshall Wace's 13F filing for Q1 2023, filed 15 May 2023.