Resource Management’s Vanguard Financials ETF VFH Stock Holding History

Resource 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
2021 Q4	$1.08M	Buy	11,200 +3,700	+49%	+$361K	0.11%	63
2021 Q3	$695K	Hold	7,500	–	–	0.08%	85
2021 Q2	$678K	Buy	7,500 +4,300	+134%	+$389K	0.08%	87
2021 Q1	$270K	Buy	+3,200	New	+$255K	0.03%	148

Other funds holding VFH

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Resource Management's VFH Position: Q4 2021 in Review

Resource Management increased its Vanguard Financials ETF (VFH) stake by 49% in Q4 2021, buying an estimated $361K and bringing the position to 11,200 shares worth $1.08M. The position accounts for 0.11% of the portfolio, ranked #63.

Resource Management first reported a position in VFH in Q1 2021 and has held it in 4 quarters since. 607 funds tracked by Wall St. Rank hold VFH as of Q4 2021.

Resource Management held 11,200 shares of Vanguard Financials ETF worth $1.08M as of Q4 2021.
Resource Management bought 3,700 Vanguard Financials ETF shares in Q4 2021, an estimated $361K.
Vanguard Financials ETF made up 0.11% of Resource Management's portfolio in Q4 2021, its #63 holding.
Resource Management first reported a position in Vanguard Financials ETF in Q1 2021 and has held it in 4 quarters since.
607 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.