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Whitford Management’s Vanguard Financials ETF VFH Stock Holding History

Whitford Management’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
Q1 		– Sell
-16,715
Closed -$1.38M – 25
2022
Q4 		$1.38M Buy
+16,715
New +$1.38M 1.69% 18

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whitford Management's VFH Position: Q1 2023 in Review

Whitford Management sold out of Vanguard Financials ETF (VFH) in Q1 2023, closing a stake of 16,715 shares — an estimated $1.38M sold.

Whitford Management first reported a position in VFH in Q4 2022 and held it in 1 quarter. The position peaked at $1.38M in Q4 2022. 530 funds tracked by Wall St. Rank hold VFH as of Q1 2023.

  • Whitford Management reported no remaining Vanguard Financials ETF position as of Q1 2023 after selling out during the quarter.
  • Whitford Management sold 16,715 Vanguard Financials ETF shares in Q1 2023, an estimated $1.38M.
  • Whitford Management first reported a position in Vanguard Financials ETF in Q4 2022 and held it in 1 quarter.
  • Whitford Management's Vanguard Financials ETF position peaked at $1.38M in Q4 2022.
  • 530 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2023.

Based on Whitford Management's 13F filing for Q1 2023, filed 15 May 2023.