Stearns Financial Services Group’s Vanguard Financials ETF VFH Stock Holding History

Stearns Financial Services 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
2020 Q3	$9K	Buy	+146	New	+$8.68K	﹤0.01%	200

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stearns Financial Services Group's VFH Position: Q3 2020 in Review

Stearns Financial Services Group opened a new position in Vanguard Financials ETF (VFH) in Q3 2020: 146 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #200 among its holdings.

372 funds tracked by Wall St. Rank hold VFH as of Q3 2020.

Stearns Financial Services Group held 146 shares of Vanguard Financials ETF worth $9K as of Q3 2020.
Vanguard Financials ETF was a new Stearns Financial Services Group position in Q3 2020.
Vanguard Financials ETF made up ﹤0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #200 holding.
372 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.