Wheelhouse Advisory Group LLC Acquires 4,331 Shares of Vanguard Financials ETF $VFH

Wheelhouse Advisory Group LLC lifted its holdings in shares of Vanguard Financials ETF (NYSEARCA:VFH) by 5.2% in the 2nd quarter, Holdings Channel reports. The firm owned 88,023 shares of the company’s stock after acquiring an additional 4,331 shares during the period. Vanguard Financials ETF comprises 3.3% of Wheelhouse Advisory Group LLC’s investment portfolio, making the stock its 13th largest holding. Wheelhouse Advisory Group LLC’s holdings in Vanguard Financials ETF were worth $11,584,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Jessup Wealth Management Inc bought a new stake in Vanguard Financials ETF during the fourth quarter valued at approximately $27,000. Continuum Advisory LLC bought a new position in shares of Vanguard Financials ETF in the 2nd quarter worth $35,000. SHP Wealth Management bought a new position in shares of Vanguard Financials ETF in the 4th quarter worth $37,000. Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new stake in shares of Vanguard Financials ETF during the 4th quarter valued at $39,000. Finally, Evergreen Advisors LLC purchased a new stake in shares of Vanguard Financials ETF during the 1st quarter valued at $42,000. 61.65% of the stock is currently owned by institutional investors.

Vanguard Financials ETF Stock Performance

NYSEARCA VFH opened at $143.09 on Friday. Vanguard Financials ETF has a 52-week low of $116.67 and a 52-week high of $143.20. The company has a market capitalization of $13.86 billion, a P/E ratio of 17.56 and a beta of 0.90. The company has a fifty day moving average of $139.04 and a 200-day moving average of $130.50.

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). 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).