PCM
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Prelude Capital Management’s Vanguard Financials ETF VFH Stock Holding History

Prelude Capital Management’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 		– Sell
-154
Closed -$9K – 2037
2020
Q3 		$9K Sell
154
-1,364
-90% -$81.1K ﹤0.01% 1474
2020
Q2 		$87K Buy
+1,518
New +$84.4K ﹤0.01% 994

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

Prelude Capital Management's VFH Position: Q4 2020 in Review

Prelude Capital Management sold out of Vanguard Financials ETF (VFH) in Q4 2020, closing a stake of 154 shares — an estimated $9K sold.

Prelude Capital Management first reported a position in VFH in Q2 2020 and held it in 2 quarters. The position peaked at $87K in Q2 2020. 442 funds tracked by Wall St. Rank hold VFH as of Q4 2020.

  • Prelude Capital Management reported no remaining Vanguard Financials ETF position as of Q4 2020 after selling out during the quarter.
  • Prelude Capital Management sold 154 Vanguard Financials ETF shares in Q4 2020, an estimated $9K.
  • Prelude Capital Management first reported a position in Vanguard Financials ETF in Q2 2020 and held it in 2 quarters.
  • Prelude Capital Management's Vanguard Financials ETF position peaked at $87K in Q2 2020.
  • 442 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2020.

Based on Prelude Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.