WBH Advisory Inc. Reduces Holdings in Vanguard Financials ETF $VFH

WBH Advisory Inc. lowered its holdings in shares of Vanguard Financials ETF (NYSEARCA:VFH) by 1.7% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 114,037 shares of the company’s stock after selling 1,928 shares during the period. Vanguard Financials ETF accounts for 1.2% of WBH Advisory Inc.’s investment portfolio, making the stock its 23rd largest holding. WBH Advisory Inc. owned 0.12% of Vanguard Financials ETF worth $14,517,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Wayfinding Financial LLC acquired a new stake in Vanguard Financials ETF during the 1st quarter worth $29,000. Briaud Financial Planning Inc acquired a new stake in Vanguard Financials ETF during the 1st quarter worth $34,000. American National Bank & Trust acquired a new stake in Vanguard Financials ETF during the 2nd quarter worth $37,000. Grove Bank & Trust acquired a new stake in Vanguard Financials ETF during the 2nd quarter worth $38,000. Finally, Optimum Investment Advisors boosted its stake in Vanguard Financials ETF by 235.0% during the 1st quarter. Optimum Investment Advisors now owns 335 shares of the company’s stock worth $40,000 after purchasing an additional 235 shares during the period. Institutional investors and hedge funds own 61.65% of the company’s stock.

Vanguard Financials ETF Price Performance

Shares of NYSEARCA:VFH opened at $126.82 on Monday. The stock has a market cap of $12.70 billion, a P/E ratio of 17.56 and a beta of 1.09. The firm has a fifty day moving average price of $130.35 and a 200 day moving average price of $124.76. Vanguard Financials ETF has a 1-year low of $100.87 and a 1-year high of $133.85.

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).