Advisor Resource Council’s Vanguard Financials ETF VFH Stock Holding History

Advisor Resource Council’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	-11,044	Closed	-$1.32M	–	573
2025 Q1	$1.32M	Buy	+11,044	New	+$1.35M	0.11%	201
2024 Q1	–	Sell	-14,621	Closed	-$1.35M	–	519
2023 Q4	$1.35M	Buy	+14,621	New	+$1.23M	0.16%	140
2022 Q3	–	Sell	-22,516	Closed	-$1.74M	–	488
2022 Q2	$1.74M	Buy	+22,516	New	+$1.9M	0.16%	143
2022 Q1	–	Sell	-20,797	Closed	-$2.01M	–	538
2021 Q4	$2.01M	Buy	+20,797	New	+$2.03M	0.16%	136
2021 Q3	–	Sell	-14,612	Closed	-$1.32M	–	485
2021 Q2	$1.32M	Buy	+14,612	New	+$1.32M	0.14%	165

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

Advisor Resource Council's VFH Position: Q2 2025 in Review

Advisor Resource Council sold out of Vanguard Financials ETF (VFH) in Q2 2025, closing a stake of 11,044 shares — an estimated $1.32M sold.

Advisor Resource Council first reported a position in VFH in Q2 2021 and held it in 5 quarters. The position peaked at $2.01M in Q4 2021. 704 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

Advisor Resource Council reported no remaining Vanguard Financials ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 11,044 Vanguard Financials ETF shares in Q2 2025, an estimated $1.32M.
Advisor Resource Council first reported a position in Vanguard Financials ETF in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's Vanguard Financials ETF position peaked at $2.01M in Q4 2021.
704 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.