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Briaud Financial Planning’s Vanguard Financials ETF VFH Stock Holding History

Briaud Financial Planning’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 		– Sell
-288
Closed -$36K – 330
2025
Q2 		$36K Hold
288
– – 0.01% 121
2025
Q1 		$34K Buy
+288
New +$35.1K 0.01% 99

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

Briaud Financial Planning's VFH Position: Q3 2025 in Review

Briaud Financial Planning sold out of Vanguard Financials ETF (VFH) in Q3 2025, closing a stake of 288 shares — an estimated $36K sold.

Briaud Financial Planning first reported a position in VFH in Q1 2025 and held it in 2 quarters. The position peaked at $36K in Q2 2025. 707 funds tracked by Wall St. Rank hold VFH as of Q3 2025.

  • Briaud Financial Planning reported no remaining Vanguard Financials ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 288 Vanguard Financials ETF shares in Q3 2025, an estimated $36K.
  • Briaud Financial Planning first reported a position in Vanguard Financials ETF in Q1 2025 and held it in 2 quarters.
  • Briaud Financial Planning's Vanguard Financials ETF position peaked at $36K in Q2 2025.
  • 707 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.