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Santori & Peters Inc’s Vanguard Financials ETF VFH Stock Holding History

Santori & Peters Inc’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
2018
Q1 		– Sell
-337
Closed -$23K – 517
2017
Q4 		$23K Buy
+337
New +$22.8K 0.02% 178

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Santori & Peters Inc's VFH Position: Q1 2018 in Review

Santori & Peters Inc sold out of Vanguard Financials ETF (VFH) in Q1 2018, closing a stake of 337 shares — an estimated $23K sold.

Santori & Peters Inc first reported a position in VFH in Q4 2017 and held it in 1 quarter. The position peaked at $23K in Q4 2017. 357 funds tracked by Wall St. Rank hold VFH as of Q1 2018.

  • Santori & Peters Inc reported no remaining Vanguard Financials ETF position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 337 Vanguard Financials ETF shares in Q1 2018, an estimated $23K.
  • Santori & Peters Inc first reported a position in Vanguard Financials ETF in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's Vanguard Financials ETF position peaked at $23K in Q4 2017.
  • 357 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.