EP Wealth Advisors LLC Has $888,000 Stock Holdings in Vanguard Financials ETF (NYSEARCA:VFH)

EP Wealth Advisors LLC increased its holdings in shares of Vanguard Financials ETF (NYSEARCA:VFH) by 14.5% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 7,524 shares of the company’s stock after acquiring an additional 953 shares during the period. EP Wealth Advisors LLC’s holdings in Vanguard Financials ETF were worth $888,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in VFH. Transcend Capital Advisors LLC boosted its holdings in Vanguard Financials ETF by 0.5% during the fourth quarter. Transcend Capital Advisors LLC now owns 18,148 shares of the company’s stock valued at $2,143,000 after purchasing an additional 86 shares in the last quarter. CreativeOne Wealth LLC boosted its stake in Vanguard Financials ETF by 0.9% in the 4th quarter. CreativeOne Wealth LLC now owns 10,016 shares of the company’s stock valued at $1,183,000 after buying an additional 93 shares in the last quarter. Consolidated Portfolio Review Corp grew its position in Vanguard Financials ETF by 1.0% in the fourth quarter. Consolidated Portfolio Review Corp now owns 10,287 shares of the company’s stock valued at $1,215,000 after acquiring an additional 104 shares during the period. Lewis Asset Management LLC raised its stake in Vanguard Financials ETF by 2.2% during the fourth quarter. Lewis Asset Management LLC now owns 4,871 shares of the company’s stock worth $575,000 after acquiring an additional 105 shares in the last quarter. Finally, Strategic Blueprint LLC lifted its holdings in shares of Vanguard Financials ETF by 1.8% during the fourth quarter. Strategic Blueprint LLC now owns 5,911 shares of the company’s stock valued at $698,000 after acquiring an additional 107 shares during the period.

Vanguard Financials ETF Stock Performance

VFH opened at $119.94 on Friday. Vanguard Financials ETF has a twelve month low of $97.83 and a twelve month high of $127.67. The firm has a market cap of $11.75 billion, a price-to-earnings ratio of 15.47 and a beta of 1.00. The firm’s 50-day simple moving average is $115.58 and its 200-day simple moving average is $119.63.

Vanguard Financials ETF Company 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).