Accel Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Accel Wealth Management’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,796	Closed	-$215K	–	279
2025 Q1	$215K	Buy	+1,796	New	+$219K	0.08%	225
2023 Q2	–	Sell	-146	Closed	-$11.4K	–	840
2023 Q1	$11.4K	Buy	146 +115	+371%	+$9.73K	﹤0.01%	854
2022 Q4	$2.56K	Sell	31 -28	-47%	-$2.31K	﹤0.01%	885
2022 Q3	$5K	Hold	59	–	–	﹤0.01%	851
2022 Q2	$5K	Hold	59	–	–	﹤0.01%	816
2022 Q1	$6K	Hold	59	–	–	﹤0.01%	793
2021 Q4	$6K	Hold	59	–	–	﹤0.01%	801
2021 Q3	$5K	Hold	59	–	–	﹤0.01%	749
2021 Q2	$5K	Hold	59	–	–	﹤0.01%	807
2021 Q1	$5K	Hold	59	–	–	﹤0.01%	762
2020 Q4	$4K	Buy	+59	New	+$3.9K	﹤0.01%	745

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Accel Wealth Management's VFH Position: Q2 2025 in Review

Accel Wealth Management sold out of Vanguard Financials ETF (VFH) in Q2 2025, closing a stake of 1,796 shares — an estimated $215K sold.

Accel Wealth Management first reported a position in VFH in Q4 2020 and held it in 11 quarters. The position peaked at $215K in Q1 2025. 704 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

Accel Wealth Management reported no remaining Vanguard Financials ETF position as of Q2 2025 after selling out during the quarter.
Accel Wealth Management sold 1,796 Vanguard Financials ETF shares in Q2 2025, an estimated $215K.
Accel Wealth Management first reported a position in Vanguard Financials ETF in Q4 2020 and held it in 11 quarters.
Accel Wealth Management's Vanguard Financials ETF position peaked at $215K in Q1 2025.
704 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on Accel Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.