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Reynolds Investment Management’s Vanguard Financials ETF VFH Stock Holding History

Reynolds Investment 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
2022
Q2 		$624K Buy
8,079
+34
+0.4% +$2.87K 0.22% 69
2022
Q1 		$751K Buy
+8,045
New +$770K 0.22% 68

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Reynolds Investment Management's VFH Position: Q2 2022 in Review

Reynolds Investment Management increased its Vanguard Financials ETF (VFH) stake by 0.42% in Q2 2022, buying an estimated $2.87K and bringing the position to 8,079 shares worth $624K. The position accounts for 0.22% of the portfolio, ranked #69.

Reynolds Investment Management first reported a position in VFH in Q1 2022 and has held it in 2 quarters since. The position peaked at $751K in Q1 2022. 564 funds tracked by Wall St. Rank hold VFH as of Q2 2022.

  • Reynolds Investment Management held 8,079 shares of Vanguard Financials ETF worth $624K as of Q2 2022.
  • Reynolds Investment Management bought 34 Vanguard Financials ETF shares in Q2 2022, an estimated $2.87K.
  • Vanguard Financials ETF made up 0.22% of Reynolds Investment Management's portfolio in Q2 2022, its #69 holding.
  • Reynolds Investment Management first reported a position in Vanguard Financials ETF in Q1 2022 and has held it in 2 quarters since.
  • Reynolds Investment Management's Vanguard Financials ETF position peaked at $751K in Q1 2022.
  • 564 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2022.

Based on Reynolds Investment Management's 13F filing for Q2 2022, filed 27 Jul 2022.