Sound View Wealth Advisors Group LLC cut its holdings in shares of Vanguard Financials ETF (NYSEARCA:VFH – Free Report) by 16.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,188 shares of the company’s stock after selling 622 shares during the quarter. Sound View Wealth Advisors Group LLC’s holdings in Vanguard Financials ETF were worth $376,000 as of its most recent SEC filing.
Several other large investors have also made changes to their positions in VFH. Comprehensive Financial Planning Inc. PA bought a new position in shares of Vanguard Financials ETF during the fourth quarter worth $26,000. Abound Wealth Management lifted its stake in Vanguard Financials ETF by 379.6% in the 4th quarter. Abound Wealth Management now owns 235 shares of the company’s stock worth $28,000 after purchasing an additional 186 shares in the last quarter. Brown Brothers Harriman & Co. lifted its stake in Vanguard Financials ETF by 45.0% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 290 shares of the company’s stock worth $32,000 after purchasing an additional 90 shares in the last quarter. Kestra Investment Management LLC bought a new position in shares of Vanguard Financials ETF during the 4th quarter valued at about $35,000. Finally, Heck Capital Advisors LLC purchased a new position in shares of Vanguard Financials ETF during the fourth quarter valued at about $45,000.
Vanguard Financials ETF Trading Down 2.8 %
Shares of VFH stock opened at $115.37 on Tuesday. The stock’s 50-day moving average price is $122.76 and its 200-day moving average price is $118.19. Vanguard Financials ETF has a 12-month low of $95.67 and a 12-month high of $127.67. The stock has a market capitalization of $11.54 billion, a price-to-earnings ratio of 16.94 and a beta of 1.11.
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).
See Also
- Five stocks we like better than Vanguard Financials ETF
- Stock Sentiment Analysis: How it Works
- How to Protect Your Portfolio When Inflation Is Rising
- How to Use Stock Screeners to Find Stocks
- 3 Tech Stocks Defying Sector Weakness and Thriving in 2025
- How Investors Can Find the Best Cheap Dividend Stocks
- Despite Challenges Novo Nordisk Plans to Crush GLP-1 Competitors
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.