Vanguard Financials ETF (NYSEARCA:VFH) Stake Increased by Cavalier Investments LLC

Cavalier Investments LLC raised its position in Vanguard Financials ETF (NYSEARCA:VFH) by 4.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 68,729 shares of the company’s stock after purchasing an additional 2,832 shares during the quarter. Vanguard Financials ETF accounts for approximately 2.7% of Cavalier Investments LLC’s holdings, making the stock its 6th biggest holding. Cavalier Investments LLC’s holdings in Vanguard Financials ETF were worth $8,115,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in VFH. Comprehensive Financial Planning Inc. PA purchased a new stake in Vanguard Financials ETF in the 4th quarter worth about $26,000. Abound Wealth Management raised its position in Vanguard Financials ETF by 379.6% in the 4th quarter. Abound Wealth Management now owns 235 shares of the company’s stock worth $28,000 after purchasing an additional 186 shares during the period. Brown Brothers Harriman & Co. raised its position in Vanguard Financials ETF by 45.0% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 290 shares of the company’s stock worth $32,000 after purchasing an additional 90 shares during the period. Kestra Investment Management LLC purchased a new stake in Vanguard Financials ETF in the 4th quarter worth about $35,000. Finally, Heck Capital Advisors LLC purchased a new position in shares of Vanguard Financials ETF during the fourth quarter worth approximately $45,000.

Vanguard Financials ETF Stock Performance

Shares of NYSEARCA:VFH opened at $123.14 on Wednesday. The firm has a market cap of $12.32 billion, a PE ratio of 16.94 and a beta of 1.11. The firm’s 50 day simple moving average is $122.19 and its 200-day simple moving average is $117.02. Vanguard Financials ETF has a one year low of $95.67 and a one year high of $127.67.

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).