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Spearhead Capital Advisors’s Vanguard Financials ETF VFH Stock Holding History

Spearhead Capital Advisors’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
Q3 		– Sell
-4,347
Closed -$336K – 164
2022
Q2 		$336K Sell
4,347
-268
-6% -$22.6K 0.05% 109
2022
Q1 		$431K Sell
4,615
-1,159
-20% -$111K 0.05% 95
2021
Q4 		$558K Sell
5,774
-25
-0.4% -$2.44K 0.07% 90
2021
Q3 		$537K Sell
5,799
-320
-5% -$29.5K 0.07% 88
2021
Q2 		$553K Sell
6,119
-455
-7% -$41.1K 0.08% 90
2021
Q1 		$555K Sell
6,574
-92
-1% -$7.33K 0.08% 79
2020
Q4 		$486K Sell
6,666
-195
-3% -$12.9K 0.08% 99
2020
Q3 		$401K Sell
6,861
-480
-7% -$28.5K 0.08% 94
2020
Q2 		$420K Sell
7,341
-2,312
-24% -$129K 0.09% 80
2020
Q1 		$490K Sell
9,653
-1,659
-15% -$113K 0.14% 75
2019
Q4 		$863K Buy
11,312
+48
+0.4% +$3.5K 0.21% 65
2019
Q3 		$789K Sell
11,264
-106
-0.9% -$7.33K 0.22% 63
2019
Q2 		$785K Buy
11,370
+654
+6% +$44.4K 0.23% 63
2019
Q1 		$692K Buy
+10,716
New +$695K 0.21% 63
2018
Q4 		– Sell
-6,856
Closed -$483K – 62
2018
Q3 		$483K Buy
6,856
+790
+13% +$55.8K 0.16% 63
2018
Q2 		$409K Buy
6,066
+914
+18% +$63.8K 0.15% 66
2018
Q1 		$358K Buy
+5,152
New +$372K 0.14% 65

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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Spearhead Capital Advisors's VFH Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of Vanguard Financials ETF (VFH) in Q3 2022, closing a stake of 4,347 shares — an estimated $336K sold.

Spearhead Capital Advisors first reported a position in VFH in Q1 2018 and held it in 17 quarters. The position peaked at $863K in Q4 2019. 545 funds tracked by Wall St. Rank hold VFH as of Q3 2022.

  • Spearhead Capital Advisors reported no remaining Vanguard Financials ETF position as of Q3 2022 after selling out during the quarter.
  • Spearhead Capital Advisors sold 4,347 Vanguard Financials ETF shares in Q3 2022, an estimated $336K.
  • Spearhead Capital Advisors first reported a position in Vanguard Financials ETF in Q1 2018 and held it in 17 quarters.
  • Spearhead Capital Advisors's Vanguard Financials ETF position peaked at $863K in Q4 2019.
  • 545 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.