Earned Wealth Advisors LLC Boosts Stake in Vanguard Financials ETF $VFH

Earned Wealth Advisors LLC raised its holdings in Vanguard Financials ETF (NYSEARCA:VFH) by 1,036.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 20,903 shares of the company’s stock after purchasing an additional 19,064 shares during the quarter. Earned Wealth Advisors LLC’s holdings in Vanguard Financials ETF were worth $2,790,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in VFH. Steigerwald Gordon & Koch Inc. purchased a new stake in Vanguard Financials ETF in the third quarter valued at $27,000. JDM Financial Group LLC purchased a new stake in Vanguard Financials ETF in the third quarter valued at $31,000. First Horizon Corp purchased a new stake in Vanguard Financials ETF in the third quarter valued at $37,000. Barnes Dennig Private Wealth Management LLC purchased a new stake in Vanguard Financials ETF in the third quarter valued at $46,000. Finally, Tripletail Wealth Management LLC purchased a new stake in Vanguard Financials ETF in the third quarter valued at $48,000. Hedge funds and other institutional investors own 61.65% of the company’s stock.

Vanguard Financials ETF Price Performance

NYSEARCA:VFH opened at $129.03 on Monday. Vanguard Financials ETF has a 52 week low of $107.98 and a 52 week high of $137.89. The company has a market capitalization of $13.12 billion, a P/E ratio of 17.56 and a beta of 0.96. The stock’s fifty day moving average is $124.14 and its two-hundred day moving average is $128.47.

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).