Vanguard Financials ETF (NYSEARCA:VFH) Holdings Decreased by Octavia Wealth Advisors LLC

Octavia Wealth Advisors LLC reduced its stake in shares of Vanguard Financials ETF (NYSEARCA:VFH) by 5.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,593 shares of the company’s stock after selling 205 shares during the quarter. Octavia Wealth Advisors LLC’s holdings in Vanguard Financials ETF were worth $331,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also modified their holdings of VFH. McGlone Suttner Wealth Management Inc. bought a new stake in shares of Vanguard Financials ETF during the fourth quarter valued at about $32,000. Fortis Capital Advisors LLC bought a new stake in Vanguard Financials ETF in the first quarter worth about $36,000. Patriot Investment Management Group Inc. bought a new stake in Vanguard Financials ETF in the fourth quarter worth about $37,000. Cornerstone Planning Group LLC bought a new stake in Vanguard Financials ETF in the second quarter worth about $41,000. Finally, Zions Bancorporation N.A. bought a new stake in Vanguard Financials ETF in the first quarter worth about $42,000.

Vanguard Financials ETF Trading Down 0.6 %

Shares of Vanguard Financials ETF stock opened at $95.90 on Wednesday. The company’s 50-day moving average price is $98.52 and its two-hundred day moving average price is $90.85. Vanguard Financials ETF has a 52 week low of $73.87 and a 52 week high of $102.60. The stock has a market cap of $8.83 billion, a PE ratio of 14.31 and a beta of 0.96.

Vanguard Financials ETF Profile

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).