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TD Ameritrade Investment Management’s Vanguard Financials ETF VFH Stock Holding History

TD Ameritrade Investment Management’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
2023
Q3 		– Sell
-29,412
Closed -$2.39M – 477
2023
Q2 		$2.39M Sell
29,412
-1,630
-5% -$128K 0.03% 91
2023
Q1 		$2.42M Buy
31,042
+1,139
+4% +$96.4K 0.02% 93
2022
Q4 		$2.47M Sell
29,903
-1,326
-4% -$110K 0.02% 95
2022
Q3 		$2.33M Sell
31,229
-5,812
-16% -$473K 0.02% 94
2022
Q2 		$2.86M Buy
37,041
+3,010
+9% +$254K 0.03% 95
2022
Q1 		$3.18M Buy
34,031
+4,376
+15% +$419K 0.02% 94
2021
Q4 		$2.86M Sell
29,655
-37,796
-56% -$3.68M 0.02% 96
2021
Q3 		$3.95M Buy
67,451
+9,356
+16% +$863K 0.03% 85
2021
Q2 		$5.25M Buy
58,095
+4,275
+8% +$386K 0.04% 81
2021
Q1 		$3.92M Hold
53,820
– – 0.03% 84
2020
Q4 		$3.92M Sell
53,820
-13,631
-20% -$900K 0.03% 84
2020
Q3 		$3.95M Sell
67,451
-6,476
-9% -$385K 0.03% 85
2020
Q2 		$4.23M Buy
73,927
+27,746
+60% +$1.54M 0.04% 86
2020
Q1 		$2.34M Sell
46,181
-31,509
-41% -$2.15M 0.02% 94
2019
Q4 		$5.93M Buy
77,690
+18,981
+32% +$1.39M 0.05% 80
2019
Q3 		$4.11M Buy
58,709
+5,722
+11% +$395K 0.03% 82
2019
Q2 		$3.66M Buy
52,987
+9,721
+22% +$660K 0.03% 83
2019
Q1 		$2.79M Sell
43,266
-8,170
-16% -$530K 0.02% 87
2018
Q4 		$3.05M Buy
51,436
+34,626
+206% +$2.25M 0.03% 80
2018
Q3 		$1.17M Buy
16,810
+4
+0% +$283 0.01% 93
2018
Q2 		$1.13M Buy
16,806
+6,684
+66% +$467K 0.01% 80
2018
Q1 		$703K Buy
+10,122
New +$730K 0.01% 74

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TD Ameritrade Investment Management's VFH Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Vanguard Financials ETF (VFH) in Q3 2023, closing a stake of 29,412 shares — an estimated $2.39M sold.

TD Ameritrade Investment Management first reported a position in VFH in Q1 2018 and held it in 22 quarters. The position peaked at $5.93M in Q4 2019. 547 funds tracked by Wall St. Rank hold VFH as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Vanguard Financials ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 29,412 Vanguard Financials ETF shares in Q3 2023, an estimated $2.39M.
  • TD Ameritrade Investment Management first reported a position in Vanguard Financials ETF in Q1 2018 and held it in 22 quarters.
  • TD Ameritrade Investment Management's Vanguard Financials ETF position peaked at $5.93M in Q4 2019.
  • 547 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.