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

Wipfli 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
2022 Q3	$133K	Buy	+1,778	New	+$145K	0.01%	608

Other funds holding VFH

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

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

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RJFSA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wipfli Financial Advisors's VFH Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Vanguard Financials ETF (VFH) in Q3 2022: 1,778 shares worth $133K. The stake represents 0.01% of the portfolio and ranks #608 among its holdings.

544 funds tracked by Wall St. Rank hold VFH as of Q3 2022.

Wipfli Financial Advisors held 1,778 shares of Vanguard Financials ETF worth $133K as of Q3 2022.
Vanguard Financials ETF was a new Wipfli Financial Advisors position in Q3 2022.
Vanguard Financials ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #608 holding.
544 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.