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

Wheelhouse Advisory Group LLC grew its stake in shares of Vanguard Financials ETF (NYSEARCA:VFH) by 5.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 88,023 shares of the company’s stock after buying an additional 4,331 shares during the period. Vanguard Financials ETF accounts for approximately 3.3% of Wheelhouse Advisory Group LLC’s portfolio, making the stock its 13th largest holding. Wheelhouse Advisory Group LLC owned approximately 0.09% of Vanguard Financials ETF worth $11,584,000 at the end of the most recent reporting period.

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

Vanguard Financials ETF Price Performance

Shares of NYSEARCA:VFH opened at $143.09 on Friday. The firm has a fifty day moving average price of $139.04 and a two-hundred day moving average price of $130.50. The company has a market cap of $13.86 billion, a price-to-earnings ratio of 17.56 and a beta of 0.90. Vanguard Financials ETF has a one year low of $116.67 and a one year high of $143.20.

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).