Vanguard Financials ETF $VFH Shares Purchased by ESG Planning DBA Harper Investing

ESG Planning DBA Harper Investing increased its position in shares of Vanguard Financials ETF (NYSEARCA:VFH) by 13.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 37,699 shares of the company’s stock after purchasing an additional 4,331 shares during the period. Vanguard Financials ETF accounts for approximately 2.2% of ESG Planning DBA Harper Investing’s portfolio, making the stock its 16th largest position. ESG Planning DBA Harper Investing’s holdings in Vanguard Financials ETF were worth $5,033,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of VFH. Lido Advisors LLC increased its holdings in Vanguard Financials ETF by 69.0% in the third quarter. Lido Advisors LLC now owns 294,498 shares of the company’s stock valued at $38,650,000 after buying an additional 120,224 shares in the last quarter. Bank of America Corp DE increased its holdings in Vanguard Financials ETF by 2.3% in the third quarter. Bank of America Corp DE now owns 23,437,493 shares of the company’s stock valued at $3,075,937,000 after buying an additional 526,682 shares in the last quarter. Elm Partners Management LLC increased its holdings in Vanguard Financials ETF by 125.6% in the third quarter. Elm Partners Management LLC now owns 20,825 shares of the company’s stock valued at $2,733,000 after buying an additional 11,594 shares in the last quarter. HighTower Advisors LLC increased its holdings in Vanguard Financials ETF by 8.5% in the third quarter. HighTower Advisors LLC now owns 137,475 shares of the company’s stock valued at $18,042,000 after buying an additional 10,751 shares in the last quarter. Finally, Centaurus Financial Inc. increased its holdings in Vanguard Financials ETF by 121.3% in the third quarter. Centaurus Financial Inc. now owns 13,396 shares of the company’s stock valued at $1,758,000 after buying an additional 7,344 shares in the last quarter. Institutional investors and hedge funds own 61.65% of the company’s stock.

Vanguard Financials ETF Trading Down 0.3%

Shares of Vanguard Financials ETF stock opened at $125.69 on Tuesday. Vanguard Financials ETF has a 12-month low of $116.67 and a 12-month high of $137.89. The stock has a market cap of $12.78 billion, a PE ratio of 17.56 and a beta of 0.92. The company has a 50-day moving average of $124.01 and a two-hundred day moving average of $128.32.

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). This GICS sector is made up of companies involved in activities, such as banking, mortgage finance, consumer finance, specialized finance, investment banking and brokerage, asset management and custody, corporate lending, insurance, financial investment, and real estate (including real estate investment trusts).