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Steve Schonfeld’s Vanguard Financials ETF VFH Stock Holding History

Steve Schonfeld’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
Q2 		– Sell
-9,200
Closed -$859K – 3026
2022
Q1 		$859K Buy
+9,200
New +$881K 0.01% 1069

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Steve Schonfeld's VFH Position: Q2 2022 in Review

Steve Schonfeld sold out of Vanguard Financials ETF (VFH) in Q2 2022, closing a stake of 9,200 shares — an estimated $859K sold.

Steve Schonfeld first reported a position in VFH in Q1 2022 and held it in 1 quarter. The position peaked at $859K in Q1 2022. 566 funds tracked by Wall St. Rank hold VFH as of Q2 2022.

  • Steve Schonfeld reported no remaining Vanguard Financials ETF position as of Q2 2022 after selling out during the quarter.
  • Steve Schonfeld sold 9,200 Vanguard Financials ETF shares in Q2 2022, an estimated $859K.
  • Steve Schonfeld first reported a position in Vanguard Financials ETF in Q1 2022 and held it in 1 quarter.
  • Steve Schonfeld's Vanguard Financials ETF position peaked at $859K in Q1 2022.
  • 566 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2022.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.