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VFH icon

Apexium Financial’s Vanguard Financials ETF VFH Stock Holding History

Apexium Financial’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
Q3 		$2.13M Sell
16,196
-89
-0.5% -$11.5K 0.1% 89
2025
Q2 		$2.07M Hold
16,285
– – 0.11% 86
2025
Q1 		$1.95M Hold
16,285
– – 0.12% 89
2024
Q4 		$1.92M Buy
16,285
+2,200
+16% +$260K 0.12% 79
2024
Q3 		$1.56M Sell
14,085
-35
-0.2% -$3.71K 0.1% 73
2024
Q2 		$1.42M Sell
14,120
-622
-4% -$62.1K 0.1% 74
2024
Q1 		$1.51M Buy
14,742
+4,214
+40% +$404K 0.11% 75
2023
Q4 		$971K Sell
10,528
-115
-1% -$9.66K 0.07% 116
2023
Q3 		$860K Sell
10,643
-233
-2% -$19.5K 0.09% 91
2023
Q2 		$888K Sell
10,876
-280
-3% -$22K 0.08% 92
2023
Q1 		$869K Sell
11,156
-785
-7% -$66.4K 0.09% 96
2022
Q4 		$988K Buy
11,941
+1,828
+18% +$151K 0.1% 77
2022
Q3 		$753K Buy
+10,113
New +$822K 0.09% 91
2020
Q2 		– Sell
-4,640
Closed -$235K – 81
2020
Q1 		$235K Buy
+4,640
New +$316K 0.31% 46

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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Apexium Financial's VFH Position: Q3 2025 in Review

Apexium Financial reduced its Vanguard Financials ETF (VFH) stake by 0.55% in Q3 2025, selling an estimated $11.5K and leaving 16,196 shares worth $2.13M. The position accounts for 0.1% of the portfolio, ranked #89.

Apexium Financial first reported a position in VFH in Q1 2020 and has held it in 14 quarters since. 707 funds tracked by Wall St. Rank hold VFH as of Q3 2025.

  • Apexium Financial held 16,196 shares of Vanguard Financials ETF worth $2.13M as of Q3 2025.
  • Apexium Financial sold 89 Vanguard Financials ETF shares in Q3 2025, an estimated $11.5K.
  • Vanguard Financials ETF made up 0.1% of Apexium Financial's portfolio in Q3 2025, its #89 holding.
  • Apexium Financial first reported a position in Vanguard Financials ETF in Q1 2020 and has held it in 14 quarters since.
  • 707 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.