Meeder Asset Management’s Vanguard Financials ETF VFH Stock Holding History

Meeder 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
2022 Q4	–	Sell	-181	Closed	-$13K	–	1973
2022 Q3	$13K	Sell	181 -248	-58%	-$20.2K	﹤0.01%	1246
2022 Q2	$33K	Sell	429 -74	-15%	-$6.25K	﹤0.01%	978
2022 Q1	$47K	Hold	503	–	–	﹤0.01%	989
2021 Q4	$49K	Hold	503	–	–	﹤0.01%	496
2021 Q3	$47K	Hold	503	–	–	﹤0.01%	1115
2021 Q2	$45K	Buy	503 +321	+176%	+$29K	﹤0.01%	1167
2021 Q1	$15K	Hold	182	–	–	﹤0.01%	1500
2020 Q4	$13K	Buy	+182	New	+$12K	﹤0.01%	918
2019 Q1	–	Sell	-540	Closed	-$32K	–	1870
2018 Q4	$32K	Buy	+540	New	+$35K	﹤0.01%	927

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Meeder Asset Management's VFH Position: Q4 2022 in Review

Meeder Asset Management sold out of Vanguard Financials ETF (VFH) in Q4 2022, closing a stake of 181 shares — an estimated $13K sold.

Meeder Asset Management first reported a position in VFH in Q4 2018 and held it in 9 quarters. The position peaked at $49K in Q4 2021. 579 funds tracked by Wall St. Rank hold VFH as of Q4 2022.

Meeder Asset Management reported no remaining Vanguard Financials ETF position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 181 Vanguard Financials ETF shares in Q4 2022, an estimated $13K.
Meeder Asset Management first reported a position in Vanguard Financials ETF in Q4 2018 and held it in 9 quarters.
Meeder Asset Management's Vanguard Financials ETF position peaked at $49K in Q4 2021.
579 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.