Meristem Family Wealth’s Vanguard Financials ETF VFH Stock Holding History

Meristem Family Wealth’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	$1.06M	Buy	11,337 +1,000	+10%	+$95.8K	0.11%	103
2021 Q4	$998K	Hold	10,337	–	–	0.09%	135
2021 Q3	$958K	Hold	10,337	–	–	0.09%	142
2021 Q2	$935K	Buy	10,337 +1,595	+18%	+$144K	0.15%	98
2021 Q1	$739K	Buy	8,742 +1,300	+17%	+$104K	0.15%	92
2020 Q4	$542K	Hold	7,442	–	–	0.11%	113
2020 Q3	$435K	Hold	7,442	–	–	0.11%	115
2020 Q2	$426K	Hold	7,442	–	–	0.12%	112
2020 Q1	$377K	Hold	7,442	–	–	0.12%	110
2019 Q4	$568K	Hold	7,442	–	–	0.14%	94
2019 Q3	$521K	Hold	7,442	–	–	0.14%	93
2019 Q2	$514K	Hold	7,442	–	–	0.16%	85
2019 Q1	$480K	Hold	7,442	–	–	0.16%	76
2018 Q4	$442K	Hold	7,442	–	–	0.16%	73
2018 Q3	$516K	Hold	7,442	–	–	0.18%	72
2018 Q2	$502K	Hold	7,442	–	–	0.18%	64
2018 Q1	$517K	Buy	+7,442	New	+$537K	0.18%	65

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

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

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

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

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

BCMIO

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Meristem Family Wealth's VFH Position: Q1 2022 in Review

Meristem Family Wealth increased its Vanguard Financials ETF (VFH) stake by 9.7% in Q1 2022, buying an estimated $95.8K and bringing the position to 11,337 shares worth $1.06M. The position accounts for 0.11% of the portfolio, ranked #103.

Meristem Family Wealth first reported a position in VFH in Q1 2018 and has held it in 17 quarters since. 606 funds tracked by Wall St. Rank hold VFH as of Q1 2022.

Meristem Family Wealth held 11,337 shares of Vanguard Financials ETF worth $1.06M as of Q1 2022.
Meristem Family Wealth bought 1,000 Vanguard Financials ETF shares in Q1 2022, an estimated $95.8K.
Vanguard Financials ETF made up 0.11% of Meristem Family Wealth's portfolio in Q1 2022, its #103 holding.
Meristem Family Wealth first reported a position in Vanguard Financials ETF in Q1 2018 and has held it in 17 quarters since.
606 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.