VF
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VitalStone Financial’s Vanguard Financials ETF VFH Stock Holding History

VitalStone Financial’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
Q3 		$989 Buy
9
+4
+80% +$424 ﹤0.01% 426
2024
Q2 		$499 Hold
5
– – ﹤0.01% 439
2024
Q1 		$1K Hold
5
– – ﹤0.01% 453
2023
Q4 		$0 Buy
+5
New +$420 ﹤0.01% 598

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
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
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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VitalStone Financial's VFH Position: Q3 2024 in Review

VitalStone Financial increased its Vanguard Financials ETF (VFH) stake by 80% in Q3 2024, buying an estimated $424 and bringing the position to 9 shares worth $989. The position accounts for ﹤0.01% of the portfolio, ranked #426.

VitalStone Financial first reported a position in VFH in Q4 2023 and has held it in 4 quarters since. The position peaked at $1K in Q1 2024. 631 funds tracked by Wall St. Rank hold VFH as of Q3 2024.

  • VitalStone Financial held 9 shares of Vanguard Financials ETF worth $989 as of Q3 2024.
  • VitalStone Financial bought 4 Vanguard Financials ETF shares in Q3 2024, an estimated $424.
  • Vanguard Financials ETF made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #426 holding.
  • VitalStone Financial first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 4 quarters since.
  • VitalStone Financial's Vanguard Financials ETF position peaked at $1K in Q1 2024.
  • 631 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.