Carnegie Investment Counsel Acquires New Holdings in Vanguard Financials ETF $VFH

Carnegie Investment Counsel acquired a new stake in Vanguard Financials ETF (NYSEARCA:VFH) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 1,745 shares of the company’s stock, valued at approximately $222,000.

Several other institutional investors and hedge funds have also added to or reduced their stakes in VFH. Westfuller Advisors LLC lifted its stake in Vanguard Financials ETF by 6.1% in the 1st quarter. Westfuller Advisors LLC now owns 3,398 shares of the company’s stock valued at $406,000 after purchasing an additional 195 shares during the last quarter. RBA Wealth Management LLC increased its position in Vanguard Financials ETF by 1.3% in the 1st quarter. RBA Wealth Management LLC now owns 11,447 shares of the company’s stock valued at $1,368,000 after acquiring an additional 148 shares during the period. McGuire Investment Group LLC increased its position in Vanguard Financials ETF by 5.4% in the 1st quarter. McGuire Investment Group LLC now owns 5,795 shares of the company’s stock valued at $692,000 after acquiring an additional 296 shares during the period. Guerra Advisors Inc acquired a new position in Vanguard Financials ETF in the 1st quarter valued at approximately $4,653,000. Finally, Saxon Interests Inc. increased its position in Vanguard Financials ETF by 6.3% in the 1st quarter. Saxon Interests Inc. now owns 7,190 shares of the company’s stock valued at $859,000 after acquiring an additional 426 shares during the period. Institutional investors own 61.65% of the company’s stock.

Vanguard Financials ETF Stock Performance

Shares of NYSEARCA VFH opened at $129.41 on Monday. Vanguard Financials ETF has a 52-week low of $100.87 and a 52-week high of $133.85. The firm has a 50 day moving average price of $130.35 and a two-hundred day moving average price of $125.51. The stock has a market cap of $12.96 billion, a P/E ratio of 17.56 and a beta of 1.09.

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).