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Sage Rhino Capital’s Vanguard Financials ETF VFH Stock Holding History

Sage Rhino 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
2019
Q2 		– Sell
-9,450
Closed -$610K – 137
2019
Q1 		$610K Buy
+9,450
New +$613K 0.4% 55

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sage Rhino Capital's VFH Position: Q2 2019 in Review

Sage Rhino Capital sold out of Vanguard Financials ETF (VFH) in Q2 2019, closing a stake of 9,450 shares — an estimated $610K sold.

Sage Rhino Capital first reported a position in VFH in Q1 2019 and held it in 1 quarter. The position peaked at $610K in Q1 2019. 364 funds tracked by Wall St. Rank hold VFH as of Q2 2019.

  • Sage Rhino Capital reported no remaining Vanguard Financials ETF position as of Q2 2019 after selling out during the quarter.
  • Sage Rhino Capital sold 9,450 Vanguard Financials ETF shares in Q2 2019, an estimated $610K.
  • Sage Rhino Capital first reported a position in Vanguard Financials ETF in Q1 2019 and held it in 1 quarter.
  • Sage Rhino Capital's Vanguard Financials ETF position peaked at $610K in Q1 2019.
  • 364 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2019.

Based on Sage Rhino Capital's 13F filing for Q2 2019, filed 20 Aug 2019.