Focus Partners Wealth trimmed its stake in Vanguard Financials ETF (NYSEARCA:VFH – Free Report) by 25.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 7,078 shares of the company’s stock after selling 2,434 shares during the period. Focus Partners Wealth’s holdings in Vanguard Financials ETF were worth $836,000 at the end of the most recent reporting period.
A number of other institutional investors have also made changes to their positions in the stock. FWL Investment Management LLC raised its stake in shares of Vanguard Financials ETF by 239.6% in the 4th quarter. FWL Investment Management LLC now owns 574 shares of the company’s stock valued at $68,000 after acquiring an additional 405 shares in the last quarter. EP Wealth Advisors LLC grew its holdings in Vanguard Financials ETF by 14.5% in the 4th quarter. EP Wealth Advisors LLC now owns 7,524 shares of the company’s stock valued at $888,000 after buying an additional 953 shares during the last quarter. CoreCap Advisors LLC grew its holdings in Vanguard Financials ETF by 67.3% in the 4th quarter. CoreCap Advisors LLC now owns 1,275 shares of the company’s stock valued at $151,000 after buying an additional 513 shares during the last quarter. Cahill Financial Advisors Inc. acquired a new stake in Vanguard Financials ETF in the 4th quarter valued at approximately $482,000. Finally, Cary Street Partners Financial LLC acquired a new stake in Vanguard Financials ETF in the 4th quarter valued at approximately $427,000.
Vanguard Financials ETF Stock Up 0.7%
VFH opened at $124.69 on Monday. The firm has a market capitalization of $12.17 billion, a P/E ratio of 16.44 and a beta of 1.02. The stock’s 50 day moving average price is $116.16 and its two-hundred day moving average price is $120.00. Vanguard Financials ETF has a 12-month low of $97.83 and a 12-month high of $127.67.
About Vanguard Financials ETF
Vanguard Financials ETF (the Fund) is an exchange-traded share class of Vanguard Financials Index Fund. The Fund employs a passive management or indexing investment approach designed to track the performance of the Morgan Stanley Capital International (MSCI) US Investable Market Financials Index, an index of stocks of large, medium and small United States companies in the financials sector, as classified under the Global Industry Classification Standard (GICS).
Read More
- Five stocks we like better than Vanguard Financials ETF
- The Role Economic Reports Play in a Successful Investment Strategy
- Nextracker’s Solar Surge: Will It Shatter Its All-Time High?
- Find and Profitably Trade Stocks at 52-Week Lows
- Savvy Investors Are Raising a Glass for Heineken Stock
- Investing in Construction Stocks
- Top 4 ETFs for China Exposure After Tariff Relief
Want to see what other hedge funds are holding VFH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vanguard Financials ETF (NYSEARCA:VFH – Free Report).
Receive News & Ratings for Vanguard Financials ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Vanguard Financials ETF and related companies with MarketBeat.com's FREE daily email newsletter.