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Reilly Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

Reilly Financial Advisors’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
2016
Q2 		– Sell
-1,434
Closed -$66K – 979
2016
Q1 		$66K Hold
1,434
– – 0.01% 338
2015
Q4 		$69K Buy
+1,434
New +$70.2K 0.01% 340

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
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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Reilly Financial Advisors's VFH Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Vanguard Financials ETF (VFH) in Q4 2021: 235 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #550 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in VFH as recently as Q2 2020.

Reilly Financial Advisors first reported a position in VFH in Q2 2015 and has held it in 20 quarters since. The position peaked at $134K in Q1 2018. 605 funds tracked by Wall St. Rank hold VFH as of Q4 2021.

  • Reilly Financial Advisors held 235 shares of Vanguard Financials ETF worth $23K as of Q4 2021.
  • Vanguard Financials ETF was a new Reilly Financial Advisors position in Q4 2021.
  • Vanguard Financials ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #550 holding.
  • Reilly Financial Advisors first reported a position in Vanguard Financials ETF in Q2 2015 and has held it in 20 quarters since.
  • Reilly Financial Advisors's Vanguard Financials ETF position peaked at $134K in Q1 2018.
  • 605 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.