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Voya Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

Voya Financial Advisors’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
2021
Q2 		– Sell
-5,217
Closed -$444K – 601
2021
Q1 		$444K Sell
5,217
-1,119
-18% -$89.2K 0.02% 453
2020
Q4 		$456K Sell
6,336
-6,015
-49% -$397K 0.02% 420
2020
Q3 		$714K Sell
12,351
-10,646
-46% -$633K 0.04% 302
2020
Q2 		$1.29M Buy
22,997
+2,679
+13% +$149K 0.07% 215
2020
Q1 		$1.06M Sell
20,318
-4,065
-17% -$277K 0.06% 216
2019
Q4 		$1.86M Buy
24,383
+12,212
+100% +$891K 0.09% 163
2019
Q3 		$853K Buy
12,171
+1,923
+19% +$133K 0.05% 275
2019
Q2 		$697K Buy
10,248
+422
+4% +$28.6K 0.04% 314
2019
Q1 		$633K Sell
9,826
-4,677
-32% -$303K 0.04% 309
2018
Q4 		$853K Sell
14,503
-119
-0.8% -$7.72K 0.06% 227
2018
Q3 		$1.02M Sell
14,622
-65
-0.4% -$4.59K 0.06% 233
2018
Q2 		$992K Sell
14,687
-379
-3% -$26.5K 0.06% 223
2018
Q1 		$1.03M Sell
15,066
-3,211
-18% -$232K 0.07% 227
2017
Q4 		$1.29M Buy
18,277
+4,135
+29% +$280K 0.08% 201
2017
Q3 		$921K Buy
14,142
+1,691
+14% +$107K 0.06% 232
2017
Q2 		$780K Buy
12,451
+2,286
+22% +$138K 0.06% 243
2017
Q1 		$610K Buy
10,165
+1,259
+14% +$76.7K 0.05% 259
2016
Q4 		$527K Buy
+8,906
New +$486K 0.05% 264

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Voya Financial Advisors's VFH Position: Q2 2021 in Review

Voya Financial Advisors sold out of Vanguard Financials ETF (VFH) in Q2 2021, closing a stake of 5,217 shares — an estimated $444K sold.

Voya Financial Advisors first reported a position in VFH in Q4 2016 and held it in 18 quarters. The position peaked at $1.86M in Q4 2019. 515 funds tracked by Wall St. Rank hold VFH as of Q2 2021.

  • Voya Financial Advisors reported no remaining Vanguard Financials ETF position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 5,217 Vanguard Financials ETF shares in Q2 2021, an estimated $444K.
  • Voya Financial Advisors first reported a position in Vanguard Financials ETF in Q4 2016 and held it in 18 quarters.
  • Voya Financial Advisors's Vanguard Financials ETF position peaked at $1.86M in Q4 2019.
  • 515 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.