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Bordeaux Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

Bordeaux Wealth 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
Q2 		$13.3M Sell
104,677
-352
-0.3% -$42K 1.71% 12
2025
Q1 		$12.5M Sell
105,029
-1,770
-2% -$216K 2.32% 11
2024
Q4 		$12.6M Sell
106,799
-1,041
-1% -$123K 2.03% 11
2024
Q3 		$11.9M Buy
107,840
+256
+0.2% +$27.1K 2.14% 12
2024
Q2 		$10.7M Buy
+107,584
New +$10.7M 2.05% 13

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bordeaux Wealth Advisors's VFH Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Vanguard Financials ETF (VFH) stake by 0.34% in Q2 2025, selling an estimated $42K and leaving 104,677 shares worth $13.3M. The position accounts for 1.71% of the portfolio, ranked #12.

Bordeaux Wealth Advisors first reported a position in VFH in Q2 2024 and has held it in 5 quarters since. 705 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

  • Bordeaux Wealth Advisors held 104,677 shares of Vanguard Financials ETF worth $13.3M as of Q2 2025.
  • Bordeaux Wealth Advisors sold 352 Vanguard Financials ETF shares in Q2 2025, an estimated $42K.
  • Vanguard Financials ETF made up 1.71% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #12 holding.
  • Bordeaux Wealth Advisors first reported a position in Vanguard Financials ETF in Q2 2024 and has held it in 5 quarters since.
  • 705 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.