Advanced Asset Management Advisors’s Vanguard Financials ETF VFH Stock Holding History

Advanced Asset Management Advisors’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 Q4	–	Sell	-51	Closed	-$6.65K	–	86
2025 Q3	$6.65K	Hold	51	–	–	﹤0.01%	78
2025 Q2	$6.49K	Buy	51 +1	+2%	+$119	﹤0.01%	78
2025 Q1	$6.03K	Buy	+50	New	+$6.09K	﹤0.01%	78
2023 Q1	–	Sell	-50	Closed	-$4.14K	–	229
2022 Q4	$4.14K	Buy	+50	New	+$4.13K	﹤0.01%	207

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Advanced Asset Management Advisors's VFH Position: Q4 2025 in Review

Advanced Asset Management Advisors sold out of Vanguard Financials ETF (VFH) in Q4 2025, closing a stake of 51 shares — an estimated $6.65K sold.

Advanced Asset Management Advisors first reported a position in VFH in Q4 2022 and held it in 4 quarters. The position peaked at $6.65K in Q3 2025. 752 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

Advanced Asset Management Advisors reported no remaining Vanguard Financials ETF position as of Q4 2025 after selling out during the quarter.
Advanced Asset Management Advisors sold 51 Vanguard Financials ETF shares in Q4 2025, an estimated $6.65K.
Advanced Asset Management Advisors first reported a position in Vanguard Financials ETF in Q4 2022 and held it in 4 quarters.
Advanced Asset Management Advisors's Vanguard Financials ETF position peaked at $6.65K in Q3 2025.
752 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

Based on Advanced Asset Management Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.