Theory Financial LLC Has $15.98 Million Stake in Vanguard Financials ETF (NYSEARCA:VFH)

Theory Financial LLC increased its stake in Vanguard Financials ETF (NYSEARCA:VFH) by 36.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 141,151 shares of the company’s stock after acquiring an additional 37,809 shares during the period. Vanguard Financials ETF makes up approximately 6.0% of Theory Financial LLC’s investment portfolio, making the stock its 2nd biggest position. Theory Financial LLC’s holdings in Vanguard Financials ETF were worth $15,983,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. TIAA Trust National Association lifted its stake in Vanguard Financials ETF by 11.0% during the first quarter. TIAA Trust National Association now owns 8,781 shares of the company’s stock valued at $899,000 after purchasing an additional 873 shares during the last quarter. Lazard Asset Management LLC acquired a new stake in Vanguard Financials ETF during the first quarter valued at approximately $61,000. US Bancorp DE lifted its stake in Vanguard Financials ETF by 3.5% during the third quarter. US Bancorp DE now owns 6,316 shares of the company’s stock valued at $694,000 after purchasing an additional 212 shares during the last quarter. Boltwood Capital Management purchased a new stake in shares of Vanguard Financials ETF in the 3rd quarter valued at approximately $213,000. Finally, Blair William & Co. IL lifted its position in shares of Vanguard Financials ETF by 13.3% in the 1st quarter. Blair William & Co. IL now owns 10,120 shares of the company’s stock valued at $1,036,000 after acquiring an additional 1,188 shares in the last quarter.

Vanguard Financials ETF Stock Performance

Shares of NYSEARCA:VFH opened at $122.26 on Monday. The company has a market cap of $11.26 billion, a PE ratio of 14.43 and a beta of 0.96. Vanguard Financials ETF has a 52 week low of $83.87 and a 52 week high of $123.31. The firm has a 50 day simple moving average of $113.15 and a 200 day simple moving average of $106.42.

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).