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MECA
Miller Equity Capital Advisors’s
Vanguard Financials ETF
VFH
Stock Holding History
Miller Equity Capital 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
2025
Q1
–
Sell
-50,190
Closed
-$5.93M
–
37
2024
Q4
$5.93M
Hold
50,190
–
–
2.26%
11
2024
Q3
$5.52M
Hold
50,190
–
–
2.15%
11
2024
Q2
$5.01M
Hold
50,190
–
–
2.09%
12
2024
Q1
$5.14M
Hold
50,190
–
–
2.12%
11
2023
Q4
$4.63M
Hold
50,190
–
–
2.09%
11
2023
Q3
$4.03M
Buy
50,190
+1,000
+2%
+$83.6K
2.09%
11
2023
Q2
$4M
Buy
49,190
+1,610
+3%
+$126K
2.03%
12
2023
Q1
$3.71M
Buy
47,580
+3,375
+8%
+$286K
2.07%
13
2022
Q4
$3.66M
Buy
44,205
+6,890
+18%
+$569K
2.37%
12
2022
Q3
$2.78M
Buy
37,315
+12,115
+48%
+$985K
2.04%
14
2022
Q2
$1.95M
Buy
25,200
+1,600
+7%
+$135K
1.66%
22
2022
Q1
$2.2M
Buy
23,600
+2,135
+10%
+$204K
1.87%
19
2021
Q4
$2.07M
Buy
21,465
+100
+0.5%
+$9.74K
1.93%
18
2021
Q3
$1.98M
Buy
21,365
+3,420
+19%
+$315K
1.95%
16
2021
Q2
$1.62M
Buy
17,945
+1,400
+8%
+$127K
1.68%
21
2021
Q1
$1.4M
Hold
16,545
–
–
1.75%
20
2020
Q4
$1.21M
Buy
16,545
+860
+5%
+$56.8K
1.61%
23
2020
Q3
$918K
Buy
15,685
+1,650
+12%
+$98.1K
1.38%
24
2020
Q2
$803K
Buy
14,035
+285
+2%
+$15.8K
1.31%
22
2020
Q1
$697K
Sell
13,750
-940
-6%
-$64K
1.31%
20
2019
Q4
$1.12M
Buy
+14,690
New
+$1.07M
1.44%
18
Other funds holding VFH
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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
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
PCH
PGIM Custom Harvest
Newark, New Jersey
$6.4B AUM
18.53%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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