AIA
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Allied Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Allied Investment 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
2026
Q1 		$225K Sell
1,863
-1,719
-48% -$219K 0.03% 92
2025
Q4 		$478K Hold
3,582
– – 0.07% 67
2025
Q3 		$470K Sell
3,582
-248
-6% -$32.1K 0.07% 66
2025
Q2 		$488K Hold
3,830
– – 0.09% 60
2025
Q1 		$458K Hold
3,830
– – 0.09% 59
2024
Q4 		$452K Sell
3,830
-195
-5% -$23.1K 0.09% 56
2024
Q3 		$442K Sell
4,025
-94
-2% -$9.96K 0.09% 55
2024
Q2 		$411K Hold
4,119
– – 0.1% 52
2024
Q1 		$422K Sell
4,119
-32
-0.8% -$3.07K 0.1% 48
2023
Q4 		$383K Sell
4,151
-285
-6% -$23.9K 0.1% 49
2023
Q3 		$356K Buy
+4,436
New +$371K 0.11% 47

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return