Cadence Bank’s Vanguard Financials ETF VFH Stock Holding History

Cadence Bank’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 Q4	$337K	Buy	2,528 +720	+40%	+$93.5K	0.02%	275
2025 Q3	$237K	Hold	1,808	–	–	0.01%	304
2025 Q2	$230K	Hold	1,808	–	–	0.02%	307
2025 Q1	$216K	Hold	1,808	–	–	0.02%	307
2024 Q4	$213K	Buy	+1,808	New	+$214K	0.01%	315
2023 Q1	–	Sell	-4,608	Closed	-$381K	–	352
2022 Q4	$381K	Hold	4,608	–	–	0.04%	253
2022 Q3	$343K	Hold	4,608	–	–	0.04%	252
2022 Q2	$356K	Hold	4,608	–	–	0.05%	151
2022 Q1	$430K	Hold	4,608	–	–	0.05%	143
2021 Q4	$445K	Hold	4,608	–	–	0.06%	145
2021 Q3	$427K	Hold	4,608	–	–	0.06%	143
2021 Q2	$417K	Hold	4,608	–	–	0.06%	141
2021 Q1	$389K	Buy	+4,608	New	+$367K	0.06%	148

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Cadence Bank's VFH Position: Q4 2025 in Review

Cadence Bank increased its Vanguard Financials ETF (VFH) stake by 40% in Q4 2025, buying an estimated $93.5K and bringing the position to 2,528 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #275.

Cadence Bank first reported a position in VFH in Q1 2021 and has held it in 13 quarters since. The position peaked at $445K in Q4 2021. 750 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

Cadence Bank held 2,528 shares of Vanguard Financials ETF worth $337K as of Q4 2025.
Cadence Bank bought 720 Vanguard Financials ETF shares in Q4 2025, an estimated $93.5K.
Vanguard Financials ETF made up 0.02% of Cadence Bank's portfolio in Q4 2025, its #275 holding.
Cadence Bank first reported a position in Vanguard Financials ETF in Q1 2021 and has held it in 13 quarters since.
Cadence Bank's Vanguard Financials ETF position peaked at $445K in Q4 2021.
750 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.