Wealthfront’s Vanguard Financials ETF VFH Stock Holding History

Wealthfront’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
2015 Q4	–	Sell	-616	Closed	-$29K	–	1037
2015 Q3	$29K	Buy	+616	New	+$30.3K	﹤0.01%	640

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront's VFH Position: Q4 2015 in Review

Wealthfront sold out of Vanguard Financials ETF (VFH) in Q4 2015, closing a stake of 616 shares — an estimated $29K sold.

Wealthfront first reported a position in VFH in Q3 2015 and held it in 1 quarter. The position peaked at $29K in Q3 2015. 140 funds tracked by Wall St. Rank hold VFH as of Q4 2015.

Wealthfront reported no remaining Vanguard Financials ETF position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 616 Vanguard Financials ETF shares in Q4 2015, an estimated $29K.
Wealthfront first reported a position in Vanguard Financials ETF in Q3 2015 and held it in 1 quarter.
Wealthfront's Vanguard Financials ETF position peaked at $29K in Q3 2015.
140 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.