PJB
VFH icon

Paul John Balson’s Vanguard Financials ETF VFH Stock Holding History

Paul John Balson’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
2020
Q4 		$447K Buy
+6,131
New +$405K 0.09% 58

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Paul John Balson's VFH Position: Q4 2020 in Review

Paul John Balson opened a new position in Vanguard Financials ETF (VFH) in Q4 2020: 6,131 shares worth $447K. The stake represents 0.09% of the portfolio and ranks #58 among its holdings.

442 funds tracked by Wall St. Rank hold VFH as of Q4 2020.

  • Paul John Balson held 6,131 shares of Vanguard Financials ETF worth $447K as of Q4 2020.
  • Vanguard Financials ETF was a new Paul John Balson position in Q4 2020.
  • Vanguard Financials ETF made up 0.09% of Paul John Balson's portfolio in Q4 2020, its #58 holding.
  • 442 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.