Pathstone Family Office’s Vanguard Financials ETF VFH Stock Holding History

Pathstone Family Office’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
2023 Q3	$2.54M	Buy	+31,652	New	+$2.65M	0.02%	419

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

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

Pathstone Family Office's VFH Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Vanguard Financials ETF (VFH) in Q3 2023: 31,652 shares worth $2.54M. The stake represents 0.02% of the portfolio and ranks #419 among its holdings.

547 funds tracked by Wall St. Rank hold VFH as of Q3 2023.

Pathstone Family Office held 31,652 shares of Vanguard Financials ETF worth $2.54M as of Q3 2023.
Vanguard Financials ETF was a new Pathstone Family Office position in Q3 2023.
Vanguard Financials ETF made up 0.02% of Pathstone Family Office's portfolio in Q3 2023, its #419 holding.
547 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.