59,415 Shares in Vanguard Financials ETF (NYSEARCA:VFH) Acquired by Wheelhouse Advisory Group LLC

Wheelhouse Advisory Group LLC bought a new stake in Vanguard Financials ETF (NYSEARCA:VFH) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 59,415 shares of the company’s stock, valued at approximately $5,482,000. Vanguard Financials ETF makes up about 4.9% of Wheelhouse Advisory Group LLC’s investment portfolio, making the stock its 9th biggest position. Wheelhouse Advisory Group LLC owned about 0.06% of Vanguard Financials ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently modified their holdings of the company. MAS Advisors LLC lifted its holdings in Vanguard Financials ETF by 14.0% in the first quarter. MAS Advisors LLC now owns 4,044 shares of the company’s stock worth $386,000 after buying an additional 496 shares during the period. Citigroup Inc. lifted its position in Vanguard Financials ETF by 21.5% during the first quarter. Citigroup Inc. now owns 27,340 shares of the company’s stock valued at $2,553,000 after buying an additional 4,844 shares during the period. Bank of Montreal Can boosted its holdings in shares of Vanguard Financials ETF by 8.7% during the 1st quarter. Bank of Montreal Can now owns 4,587 shares of the company’s stock valued at $442,000 after buying an additional 368 shares in the last quarter. Blair William & Co. IL increased its stake in shares of Vanguard Financials ETF by 38.5% in the 1st quarter. Blair William & Co. IL now owns 19,371 shares of the company’s stock worth $1,809,000 after acquiring an additional 5,381 shares in the last quarter. Finally, Sequoia Financial Advisors LLC lifted its position in Vanguard Financials ETF by 25.7% during the 1st quarter. Sequoia Financial Advisors LLC now owns 5,361 shares of the company’s stock valued at $501,000 after acquiring an additional 1,096 shares during the period.

Vanguard Financials ETF Trading Up 0.9 %

VFH traded up $0.82 during midday trading on Friday, reaching $97.22. The company’s stock had a trading volume of 129,522 shares, compared to its average volume of 527,211. The stock’s 50-day moving average is $98.59 and its 200-day moving average is $90.92. Vanguard Financials ETF has a 1 year low of $73.87 and a 1 year high of $102.60. The firm has a market capitalization of $8.95 billion, a price-to-earnings 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).