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Varma Mutual Pension Insurance Co’s Vanguard Financials ETF VFH Stock Holding History

Varma Mutual Pension Insurance Co’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
2024
Q1 		– Sell
-8,027,467
Closed -$741M – 362
2023
Q4 		$741M Buy
8,027,467
+1,196,096
+18% +$101M 8.32% 3
2023
Q3 		$549M Buy
6,831,371
+4,159,650
+156% +$348M 6.63% 2
2023
Q2 		$217M Buy
+2,671,721
New +$210M 2.6% 13

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Varma Mutual Pension Insurance Co's VFH Position: Q1 2024 in Review

Varma Mutual Pension Insurance Co sold out of Vanguard Financials ETF (VFH) in Q1 2024, closing a stake of 8,027,467 shares — an estimated $741M sold.

Varma Mutual Pension Insurance Co first reported a position in VFH in Q2 2023 and held it in 3 quarters. The position peaked at $741M in Q4 2023. 625 funds tracked by Wall St. Rank hold VFH as of Q1 2024.

  • Varma Mutual Pension Insurance Co reported no remaining Vanguard Financials ETF position as of Q1 2024 after selling out during the quarter.
  • Varma Mutual Pension Insurance Co sold 8,027,467 Vanguard Financials ETF shares in Q1 2024, an estimated $741M.
  • Varma Mutual Pension Insurance Co first reported a position in Vanguard Financials ETF in Q2 2023 and held it in 3 quarters.
  • Varma Mutual Pension Insurance Co's Vanguard Financials ETF position peaked at $741M in Q4 2023.
  • 625 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2024.

Based on Varma Mutual Pension Insurance Co's 13F filing for Q1 2024, filed 13 May 2024.