MUFG Americas’s Vanguard Financials ETF VFH Stock Holding History

MUFG Americas’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	-796	Closed	-$59K	–	798
2022 Q3	$59K	Sell	796 -49	-6%	-$3.98K	﹤0.01%	480
2022 Q2	$65K	Hold	845	–	–	﹤0.01%	486
2022 Q1	$79K	Buy	845 +198	+31%	+$19K	﹤0.01%	484
2021 Q4	$62K	Sell	647 -704	-52%	-$68.6K	﹤0.01%	521
2021 Q3	$125K	Buy	1,351 +315	+30%	+$29.1K	﹤0.01%	429
2021 Q2	$94K	Hold	1,036	–	–	﹤0.01%	430
2021 Q1	$88K	Hold	1,036	–	–	﹤0.01%	459
2020 Q4	$75K	Hold	1,036	–	–	﹤0.01%	472
2020 Q3	$61K	Hold	1,036	–	–	﹤0.01%	464
2020 Q2	$59K	Hold	1,036	–	–	﹤0.01%	468
2020 Q1	$53K	Sell	1,036 -200	-16%	-$13.6K	﹤0.01%	485
2019 Q4	$94K	Hold	1,236	–	–	﹤0.01%	466
2019 Q3	$87K	Hold	1,236	–	–	﹤0.01%	472
2019 Q2	$85K	Sell	1,236 -508	-29%	-$34.5K	﹤0.01%	471
2019 Q1	$113K	Buy	1,744 +508	+41%	+$32.9K	﹤0.01%	426
2018 Q4	$73K	Sell	1,236 -300	-20%	-$19.5K	﹤0.01%	454
2018 Q3	$107K	Buy	+1,536	New	+$109K	﹤0.01%	436

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RJFSA

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

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

MUFG Americas's VFH Position: Q4 2022 in Review

MUFG Americas sold out of Vanguard Financials ETF (VFH) in Q4 2022, closing a stake of 796 shares — an estimated $59K sold.

MUFG Americas first reported a position in VFH in Q3 2018 and held it in 17 quarters. The position peaked at $125K in Q3 2021. 581 funds tracked by Wall St. Rank hold VFH as of Q4 2022.

MUFG Americas reported no remaining Vanguard Financials ETF position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 796 Vanguard Financials ETF shares in Q4 2022, an estimated $59K.
MUFG Americas first reported a position in Vanguard Financials ETF in Q3 2018 and held it in 17 quarters.
MUFG Americas's Vanguard Financials ETF position peaked at $125K in Q3 2021.
581 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.