Collaborative Wealth Managment Inc. Sells 260 Shares of Vanguard Financials ETF (NYSEARCA:VFH)

Collaborative Wealth Managment Inc. trimmed its position in Vanguard Financials ETF (NYSEARCA:VFH) by 7.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,092 shares of the company’s stock after selling 260 shares during the period. Collaborative Wealth Managment Inc.’s holdings in Vanguard Financials ETF were worth $365,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the company. Transcend Capital Advisors LLC grew its position in Vanguard Financials ETF by 0.5% during the fourth quarter. Transcend Capital Advisors LLC now owns 18,148 shares of the company’s stock worth $2,143,000 after buying an additional 86 shares in the last quarter. Brown Brothers Harriman & Co. lifted its stake in shares of Vanguard Financials ETF by 45.0% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 290 shares of the company’s stock valued at $32,000 after acquiring an additional 90 shares during the last quarter. Consolidated Portfolio Review Corp lifted its stake in shares of Vanguard Financials ETF by 1.0% in the 4th quarter. Consolidated Portfolio Review Corp now owns 10,287 shares of the company’s stock valued at $1,215,000 after acquiring an additional 104 shares during the last quarter. Lewis Asset Management LLC lifted its stake in shares of Vanguard Financials ETF by 2.2% in the 4th quarter. Lewis Asset Management LLC now owns 4,871 shares of the company’s stock valued at $575,000 after acquiring an additional 105 shares during the last quarter. Finally, Strategic Blueprint LLC lifted its stake in shares of Vanguard Financials ETF by 1.8% in the 4th quarter. Strategic Blueprint LLC now owns 5,911 shares of the company’s stock valued at $698,000 after acquiring an additional 107 shares during the last quarter.

Vanguard Financials ETF Stock Performance

Shares of VFH opened at $116.81 on Friday. Vanguard Financials ETF has a 52 week low of $95.67 and a 52 week high of $127.67. The stock has a market capitalization of $11.67 billion, a price-to-earnings ratio of 15.58 and a beta of 1.10. The stock has a fifty day moving average of $122.51 and a 200-day moving average of $118.31.

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).