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Avestar Capital’s Vanguard Financials ETF VFH Stock Holding History

Avestar Capital’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
-5,740
Closed -$686K – 524
2025
Q1 		$686K Hold
5,740
– – 0.06% 249
2024
Q4 		$678K Hold
5,740
– – 0.06% 233
2024
Q3 		$631K Hold
5,740
– – 0.06% 224
2024
Q2 		$573K Hold
5,740
– – 0.06% 231
2024
Q1 		$588K Buy
+5,740
New +$551K 0.06% 217
2018
Q1 		– Sell
-169
Closed -$11K – 948
2017
Q4 		$11K Buy
+169
New +$11.5K 0.01% 433

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Avestar Capital's VFH Position: Q2 2025 in Review

Avestar Capital sold out of Vanguard Financials ETF (VFH) in Q2 2025, closing a stake of 5,740 shares — an estimated $686K sold.

Avestar Capital first reported a position in VFH in Q4 2017 and held it in 6 quarters. The position peaked at $686K in Q1 2025. 706 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

  • Avestar Capital reported no remaining Vanguard Financials ETF position as of Q2 2025 after selling out during the quarter.
  • Avestar Capital sold 5,740 Vanguard Financials ETF shares in Q2 2025, an estimated $686K.
  • Avestar Capital first reported a position in Vanguard Financials ETF in Q4 2017 and held it in 6 quarters.
  • Avestar Capital's Vanguard Financials ETF position peaked at $686K in Q1 2025.
  • 706 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on Avestar Capital's 13F filing for Q2 2025, filed 13 Aug 2025.