Zurich Insurance Group’s Vanguard Financials ETF VFH Stock Holding History

Zurich Insurance Group’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
2024 Q3	–	Sell	-35,732	Closed	-$3.62M	–	246
2024 Q2	$3.62M	Hold	35,732	–	–	0.03%	135
2024 Q1	$3.62M	Hold	35,732	–	–	0.03%	142
2023 Q4	$3.27M	Sell	35,732 -8,383	-19%	-$704K	0.03%	144
2023 Q3	$3.53M	Hold	44,115	–	–	0.04%	138
2023 Q2	$3.71M	Hold	44,115	–	–	0.04%	125
2023 Q1	$3.41M	Hold	44,115	–	–	0.04%	129
2022 Q4	$3.3M	Hold	44,115	–	–	0.05%	112
2022 Q3	$3.29M	Hold	44,115	–	–	0.05%	111
2022 Q2	$3.4M	Hold	44,115	–	–	0.05%	126
2022 Q1	$4.12M	Hold	44,115	–	–	0.05%	112
2021 Q4	$4.26M	Hold	44,115	–	–	0.05%	94
2021 Q3	$3.84M	Hold	44,115	–	–	0.05%	96
2021 Q2	$3.84M	Hold	44,115	–	–	0.05%	96
2021 Q1	$3.84M	Hold	44,115	–	–	0.06%	83
2020 Q4	$3.37M	Hold	44,115	–	–	0.05%	86
2020 Q3	$2.58M	Hold	44,115	–	–	0.04%	88
2020 Q2	$2.31M	Hold	44,115	–	–	0.04%	93
2020 Q1	$2.31M	Buy	+44,115	New	+$3M	0.05%	92
2019 Q1	–	Sell	-53,990	Closed	-$3.21M	–	484
2018 Q4	$3.21M	Buy	+53,990	New	+$3.5M	0.08%	225

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Zurich Insurance Group's VFH Position: Q3 2024 in Review

Zurich Insurance Group sold out of Vanguard Financials ETF (VFH) in Q3 2024, closing a stake of 35,732 shares — an estimated $3.62M sold.

Zurich Insurance Group first reported a position in VFH in Q4 2018 and held it in 19 quarters. The position peaked at $4.26M in Q4 2021. 633 funds tracked by Wall St. Rank hold VFH as of Q3 2024.

Zurich Insurance Group reported no remaining Vanguard Financials ETF position as of Q3 2024 after selling out during the quarter.
Zurich Insurance Group sold 35,732 Vanguard Financials ETF shares in Q3 2024, an estimated $3.62M.
Zurich Insurance Group first reported a position in Vanguard Financials ETF in Q4 2018 and held it in 19 quarters.
Zurich Insurance Group's Vanguard Financials ETF position peaked at $4.26M in Q4 2021.
633 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2024.

Based on Zurich Insurance Group's 13F filing for Q3 2024, filed 14 Nov 2024.