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RegentAtlantic Capital’s Vanguard Financials ETF VFH Stock Holding History

RegentAtlantic Capital’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
Q3 		$226K Buy
+3,032
New +$247K 0.01% 614
2015
Q1 		– Sell
-240
Closed -$11.9K – 924
2014
Q4 		$11.9K Buy
+240
New +$11.5K ﹤0.01% 868

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RegentAtlantic Capital's VFH Position: Q3 2022 in Review

RegentAtlantic Capital opened a new position in Vanguard Financials ETF (VFH) in Q3 2022: 3,032 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #614 among its holdings. This is a return to the name: RegentAtlantic Capital previously reported a position in VFH as recently as Q4 2014.

RegentAtlantic Capital first reported a position in VFH in Q4 2014 and has held it in 2 quarters since. 544 funds tracked by Wall St. Rank hold VFH as of Q3 2022.

  • RegentAtlantic Capital held 3,032 shares of Vanguard Financials ETF worth $226K as of Q3 2022.
  • Vanguard Financials ETF was a new RegentAtlantic Capital position in Q3 2022.
  • Vanguard Financials ETF made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #614 holding.
  • RegentAtlantic Capital first reported a position in Vanguard Financials ETF in Q4 2014 and has held it in 2 quarters since.
  • 544 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.