VR
VFH icon

Viridian RIA’s Vanguard Financials ETF VFH Stock Holding History

Viridian RIA’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
Q1 		– Sell
-162,429
Closed -$15.6M – 12
2021
Q4 		$15.7M Buy
+162,429
New +$15.8M 3.31% 12
2021
Q2 		– Hold
0
– – – 12
2021
Q1 		– Hold
0
– – – 12

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

Viridian RIA's VFH Position: Q1 2022 in Review

Viridian RIA sold out of Vanguard Financials ETF (VFH) in Q1 2022, closing a stake of 162,429 shares — an estimated $15.6M sold.

Viridian RIA first reported a position in VFH in Q4 2021 and held it in 1 quarter. The position peaked at $15.7M in Q4 2021. 605 funds tracked by Wall St. Rank hold VFH as of Q1 2022.

  • Viridian RIA reported no remaining Vanguard Financials ETF position as of Q1 2022 after selling out during the quarter.
  • Viridian RIA sold 162,429 Vanguard Financials ETF shares in Q1 2022, an estimated $15.6M.
  • Viridian RIA first reported a position in Vanguard Financials ETF in Q4 2021 and held it in 1 quarter.
  • Viridian RIA's Vanguard Financials ETF position peaked at $15.7M in Q4 2021.
  • 605 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.