Transatlantique Private Wealth LLC Boosts Stock Position in Vanguard Financials ETF $VFH

Transatlantique Private Wealth LLC grew its holdings in Vanguard Financials ETF (NYSEARCA:VFH) by 18.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 33,247 shares of the company’s stock after buying an additional 5,150 shares during the quarter. Vanguard Financials ETF accounts for 1.4% of Transatlantique Private Wealth LLC’s investment portfolio, making the stock its 13th largest position. Transatlantique Private Wealth LLC’s holdings in Vanguard Financials ETF were worth $4,438,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Money Concepts Capital Corp boosted its stake in shares of Vanguard Financials ETF by 4.7% in the fourth quarter. Money Concepts Capital Corp now owns 1,740 shares of the company’s stock worth $232,000 after acquiring an additional 78 shares during the last quarter. Valeo Financial Advisors LLC boosted its stake in shares of Vanguard Financials ETF by 1.2% in the fourth quarter. Valeo Financial Advisors LLC now owns 6,846 shares of the company’s stock worth $914,000 after acquiring an additional 83 shares during the last quarter. NBC Securities Inc. boosted its stake in shares of Vanguard Financials ETF by 12.0% in the fourth quarter. NBC Securities Inc. now owns 784 shares of the company’s stock worth $105,000 after acquiring an additional 84 shares during the last quarter. Koshinski Asset Management Inc. boosted its stake in shares of Vanguard Financials ETF by 1.8% in the third quarter. Koshinski Asset Management Inc. now owns 4,880 shares of the company’s stock worth $640,000 after acquiring an additional 86 shares during the last quarter. Finally, Alteri Wealth LLC boosted its stake in shares of Vanguard Financials ETF by 4.8% in the third quarter. Alteri Wealth LLC now owns 1,888 shares of the company’s stock worth $248,000 after acquiring an additional 87 shares during the last quarter. 61.65% of the stock is currently owned by hedge funds and other institutional investors.

Vanguard Financials ETF Stock Performance

NYSEARCA VFH opened at $124.56 on Thursday. The stock’s fifty day moving average is $125.42 and its two-hundred day moving average is $128.06. The firm has a market capitalization of $12.66 billion, a P/E ratio of 17.56 and a beta of 0.92. Vanguard Financials ETF has a fifty-two week low of $116.67 and a fifty-two week high of $137.89.

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).