NEXT Financial Holdings’s Vanguard Financials ETF VFH Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$2.69M	Buy	+41,709	New	+$2.7M	0.68%	25

Other funds holding VFH

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

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NEXT Financial Holdings's VFH Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Vanguard Financials ETF (VFH) in Q1 2019: 41,709 shares worth $2.69M. The stake represents 0.68% of the portfolio and ranks #25 among its holdings.

376 funds tracked by Wall St. Rank hold VFH as of Q1 2019.

NEXT Financial Holdings held 41,709 shares of Vanguard Financials ETF worth $2.69M as of Q1 2019.
Vanguard Financials ETF was a new NEXT Financial Holdings position in Q1 2019.
Vanguard Financials ETF made up 0.68% of NEXT Financial Holdings's portfolio in Q1 2019, its #25 holding.
376 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.