Vanguard Financials ETF (NYSEARCA:VFH) Holdings Trimmed by Executive Wealth Group LLC

Executive Wealth Group LLC lowered its position in shares of Vanguard Financials ETF (NYSEARCA:VFH) by 1.1% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 107,321 shares of the company’s stock after selling 1,196 shares during the quarter. Vanguard Financials ETF accounts for approximately 6.3% of Executive Wealth Group LLC’s investment portfolio, making the stock its 6th biggest holding. Executive Wealth Group LLC’s holdings in Vanguard Financials ETF were worth $9,901,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Morgan Stanley lifted its holdings in Vanguard Financials ETF by 2.8% during the third quarter. Morgan Stanley now owns 2,680,449 shares of the company’s stock worth $215,294,000 after acquiring an additional 72,473 shares during the period. Envestnet Asset Management Inc. boosted its holdings in shares of Vanguard Financials ETF by 304.0% in the 3rd quarter. Envestnet Asset Management Inc. now owns 1,323,466 shares of the company’s stock worth $106,301,000 after buying an additional 995,862 shares during the last quarter. Morningstar Investment Services LLC grew its position in Vanguard Financials ETF by 62.1% during the fourth quarter. Morningstar Investment Services LLC now owns 818,619 shares of the company’s stock valued at $75,861,000 after buying an additional 313,649 shares during the period. Advisors Preferred LLC purchased a new stake in Vanguard Financials ETF during the fourth quarter worth about $59,548,000. Finally, LPL Financial LLC raised its position in Vanguard Financials ETF by 3.5% in the third quarter. LPL Financial LLC now owns 600,625 shares of the company’s stock worth $48,242,000 after acquiring an additional 20,177 shares during the period.

Vanguard Financials ETF Stock Performance

NYSEARCA VFH traded up $0.31 during trading on Monday, hitting $98.81. 165,396 shares of the company’s stock traded hands, compared to its average volume of 440,177. Vanguard Financials ETF has a 12-month low of $75.71 and a 12-month high of $103.05. The stock has a market capitalization of $9.10 billion, a price-to-earnings ratio of 14.43 and a beta of 0.96. The business has a 50 day moving average of $99.73 and a 200-day moving average of $96.56.

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).