Annex Advisory Services LLC Takes Position in Vanguard Financials ETF $VFH

Annex Advisory Services LLC bought a new stake in Vanguard Financials ETF (NYSEARCA:VFH) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 52,715 shares of the company’s stock, valued at approximately $7,037,000. Annex Advisory Services LLC owned approximately 0.05% of Vanguard Financials ETF as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the business. Bank of America Corp DE grew its holdings in shares of 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 acquiring an additional 526,682 shares in the last quarter. PGIM Custom Harvest LLC lifted its holdings in Vanguard Financials ETF by 2.9% during the third quarter. PGIM Custom Harvest LLC now owns 1,416,698 shares of the company’s stock valued at $185,927,000 after purchasing an additional 40,422 shares during the last quarter. Raymond James Financial Inc. lifted its holdings in Vanguard Financials ETF by 7.6% during the third quarter. Raymond James Financial Inc. now owns 1,162,719 shares of the company’s stock valued at $152,595,000 after purchasing an additional 82,232 shares during the last quarter. Corient Private Wealth LLC boosted its position in Vanguard Financials ETF by 606.8% during the second quarter. Corient Private Wealth LLC now owns 880,189 shares of the company’s stock worth $111,992,000 after purchasing an additional 755,665 shares during the period. Finally, Ameriprise Financial Inc. boosted its position in Vanguard Financials ETF by 3.8% during the third quarter. Ameriprise Financial Inc. now owns 850,271 shares of the company’s stock worth $111,601,000 after purchasing an additional 31,454 shares during the period. 61.65% of the stock is owned by institutional investors.

Vanguard Financials ETF Stock Up 0.4%

VFH opened at $127.15 on Wednesday. The firm has a 50-day moving average price of $124.36 and a 200-day moving average price of $128.53. Vanguard Financials ETF has a twelve month low of $107.98 and a twelve month high of $137.89. The company has a market capitalization of $12.92 billion, a price-to-earnings ratio of 17.56 and a beta of 0.96.

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). 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).