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Twin Capital Management’s Vanguard Financials ETF VFH Stock Holding History

Twin Capital 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
2022
Q4 		– Sell
-3,253
Closed -$242K – 309
2022
Q3 		$242K Buy
+3,253
New +$265K 0.03% 278

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Twin Capital Management's VFH Position: Q4 2022 in Review

Twin Capital Management sold out of Vanguard Financials ETF (VFH) in Q4 2022, closing a stake of 3,253 shares — an estimated $242K sold.

Twin Capital Management first reported a position in VFH in Q3 2022 and held it in 1 quarter. The position peaked at $242K in Q3 2022. 579 funds tracked by Wall St. Rank hold VFH as of Q4 2022.

  • Twin Capital Management reported no remaining Vanguard Financials ETF position as of Q4 2022 after selling out during the quarter.
  • Twin Capital Management sold 3,253 Vanguard Financials ETF shares in Q4 2022, an estimated $242K.
  • Twin Capital Management first reported a position in Vanguard Financials ETF in Q3 2022 and held it in 1 quarter.
  • Twin Capital Management's Vanguard Financials ETF position peaked at $242K in Q3 2022.
  • 579 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2022.

Based on Twin Capital Management's 13F filing for Q4 2022, filed 31 Jan 2023.