CIAS
VFH icon

CBIZ Investment Advisory Services’s Vanguard Financials ETF VFH Stock Holding History

CBIZ Investment Advisory Services’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
2026
Q1 		$6.4K Hold
53
– – ﹤0.01% 195
2025
Q4 		$7.08K Hold
53
– – ﹤0.01% 449
2025
Q3 		$6.96K Hold
53
– – ﹤0.01% 399
2025
Q2 		$6.75K Hold
53
– – ﹤0.01% 404
2025
Q1 		$6.33K Hold
53
– – ﹤0.01% 370
2024
Q4 		$6.26K Hold
53
– – ﹤0.01% 309
2024
Q3 		$5.83K Hold
53
– – ﹤0.01% 295
2024
Q2 		$5.29K Hold
53
– – ﹤0.01% 292
2024
Q1 		$5.43K Buy
+53
New +$5.08K ﹤0.01% 282
2021
Q4 		– Hold
0
– -$9K – 90
2021
Q3 		– Hold
0
– – – 84

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return