Webster Bank’s Vanguard Financials ETF VFH Stock Holding History

Webster Bank’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
2023 Q2	–	Sell	-856	Closed	-$66.7K	–	572
2023 Q1	$66.7K	Hold	856	–	–	0.01%	301
2022 Q4	$71K	Hold	856	–	–	0.01%	291
2022 Q3	$64K	Hold	856	–	–	0.01%	288
2022 Q2	$66K	Hold	856	–	–	0.01%	287
2022 Q1	$80K	Hold	856	–	–	0.01%	282
2021 Q4	$83K	Hold	856	–	–	0.01%	290
2021 Q3	$79K	Hold	856	–	–	0.01%	278
2021 Q2	$77K	Hold	856	–	–	0.01%	282
2021 Q1	$72K	Hold	856	–	–	0.01%	299
2020 Q4	$62K	Buy	856 +662	+341%	+$43.7K	0.01%	304
2020 Q3	$11K	Hold	194	–	–	﹤0.01%	423
2020 Q2	$11K	Sell	194 -220	-53%	-$12.2K	﹤0.01%	412
2020 Q1	$21K	Hold	414	–	–	﹤0.01%	349
2019 Q4	$32K	Buy	414 +220	+113%	+$16.1K	﹤0.01%	356
2019 Q3	$14K	Buy	+194	New	+$13.4K	﹤0.01%	413

Other funds holding VFH

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Webster Bank's VFH Position: Q2 2023 in Review

Webster Bank sold out of Vanguard Financials ETF (VFH) in Q2 2023, closing a stake of 856 shares — an estimated $66.7K sold.

Webster Bank first reported a position in VFH in Q3 2019 and held it in 15 quarters. The position peaked at $83K in Q4 2021. 532 funds tracked by Wall St. Rank hold VFH as of Q2 2023.

Webster Bank reported no remaining Vanguard Financials ETF position as of Q2 2023 after selling out during the quarter.
Webster Bank sold 856 Vanguard Financials ETF shares in Q2 2023, an estimated $66.7K.
Webster Bank first reported a position in Vanguard Financials ETF in Q3 2019 and held it in 15 quarters.
Webster Bank's Vanguard Financials ETF position peaked at $83K in Q4 2021.
532 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2023.

Based on Webster Bank's 13F filing for Q2 2023, filed 13 Jul 2023.