Retirement Planning Group LLC Has $728,000 Stock Holdings in Vanguard Financials ETF $VFH

Retirement Planning Group LLC lessened its holdings in Vanguard Financials ETF (NYSEARCA:VFH) by 6.5% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,720 shares of the company’s stock after selling 397 shares during the period. Retirement Planning Group LLC’s holdings in Vanguard Financials ETF were worth $728,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in VFH. PGIM Custom Harvest LLC grew its stake in Vanguard Financials ETF by 2.7% during the first quarter. PGIM Custom Harvest LLC now owns 1,215,977 shares of the company’s stock worth $145,273,000 after buying an additional 31,634 shares during the last quarter. Envestnet Asset Management Inc. grew its stake in Vanguard Financials ETF by 1.2% during the first quarter. Envestnet Asset Management Inc. now owns 1,038,465 shares of the company’s stock worth $124,065,000 after buying an additional 11,970 shares during the last quarter. Kingstone Capital Partners Texas LLC bought a new stake in Vanguard Financials ETF during the second quarter worth about $116,303,000. Ameriprise Financial Inc. grew its stake in shares of Vanguard Financials ETF by 24.7% during the first quarter. Ameriprise Financial Inc. now owns 863,486 shares of the company’s stock valued at $103,184,000 after purchasing an additional 171,219 shares during the last quarter. Finally, LPL Financial LLC increased its holdings in shares of Vanguard Financials ETF by 3.7% in the first quarter. LPL Financial LLC now owns 785,932 shares of the company’s stock valued at $93,895,000 after purchasing an additional 27,677 shares in the last quarter. Institutional investors and hedge funds own 61.65% of the company’s stock.

Vanguard Financials ETF Price Performance

Shares of Vanguard Financials ETF stock opened at $127.73 on Thursday. The firm has a market cap of $12.79 billion, a P/E ratio of 17.56 and a beta of 1.09. The firm has a 50 day simple moving average of $130.36 and a 200 day simple moving average of $124.96. Vanguard Financials ETF has a fifty-two week low of $100.87 and a fifty-two week high of $133.85.

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).