Schroder Investment Management Group
VFH icon

Schroder Investment Management Group’s Vanguard Financials ETF VFH Stock Holding History

Schroder Investment Management Group’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
Q2 		– Sell
-188
Closed -$16K – 1622
2021
Q1 		$16K Buy
+188
New +$15K ﹤0.01% 1475
2019
Q2 		– Sell
-3,040
Closed -$196K – 1261
2019
Q1 		$196K Buy
+3,040
New +$197K ﹤0.01% 1073

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Schroder Investment Management Group's VFH Position: Q2 2021 in Review

Schroder Investment Management Group sold out of Vanguard Financials ETF (VFH) in Q2 2021, closing a stake of 188 shares — an estimated $16K sold.

Schroder Investment Management Group first reported a position in VFH in Q1 2019 and held it in 2 quarters. The position peaked at $196K in Q1 2019. 514 funds tracked by Wall St. Rank hold VFH as of Q2 2021.

  • Schroder Investment Management Group reported no remaining Vanguard Financials ETF position as of Q2 2021 after selling out during the quarter.
  • Schroder Investment Management Group sold 188 Vanguard Financials ETF shares in Q2 2021, an estimated $16K.
  • Schroder Investment Management Group first reported a position in Vanguard Financials ETF in Q1 2019 and held it in 2 quarters.
  • Schroder Investment Management Group's Vanguard Financials ETF position peaked at $196K in Q1 2019.
  • 514 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2021.

Based on Schroder Investment Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.